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Duke Energy
DUK

Overview Fund Activity

2,236 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,236
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
29.97%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
154
Increased
1,018
Reduced
734
Closed
114
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M

Top Buyers

1
BlackRock
BlackRock
New York
+$434M
2
UBS AM
UBS AM
Illinois
+$155M
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
+$148M
4
Vanguard Group
Vanguard Group
Pennsylvania
+$136M
5
State Street
State Street
Massachusetts
+$135M

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
-$140M
2
Wellington Management Group
Wellington Management Group
Massachusetts
-$116M
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
-$110M
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
-$101M
5
Neuberger Berman Group
Neuberger Berman Group
New York
-$99.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
XWM
1451
Xcel Wealth Management
Florida
$430K +$59.9K +508 +16%
SWIG
1452
Strategic Wealth Investment Group
Kentucky
$430K +$35.3K +299 +9%
BWM
1453
Birchcreek Wealth Management
Ohio
$429K – – –
ANBT
1454
American National Bank & Trust
Texas
$428K +$393K +3,327 +1,120%
BCG
1455
BayBridge Capital Group
California
$426K +$6.61K +56 +2%
AIS
1456
AM Investment Strategies
Tennessee
$426K +$2.59K +22 +0.6%
QCM
1457
Qsemble Capital Management
New York
$426K +$426K +3,607 New
QCIG
1458
Quad-Cities Investment Group
Iowa
$425K +$826 +7 +0.2%
PIMG
1459
Patriot Investment Management Group
Tennessee
$425K -$9.44K -80 -2%
AC
1460
Aldebaran Capital
Indiana
$425K – – –
VWA
1461
VSM Wealth Advisory
Maryland
$424K – – –
GAMC
1462
Garner Asset Management Corp
Texas
$424K -$45.4K -385 -10%
FAN
1463
Financial Advisors Network
California
$424K +$50.9K +431 +14%
AG
1464
AmeriFlex Group
Nevada
$424K +$55.6K +478 +15%
MIP
1465
Marietta Investment Partners
Wisconsin
$423K – – –
FCA
1466
FLC Capital Advisors
California
$422K +$590 +5 +0.1%
TPWA
1467
TRUE Private Wealth Advisors
Oregon
$421K +$12K +102 +3%
HP
1468
Holistic Planning
Texas
$421K +$202K +1,716 +93%
W
1469
Wealthquest
Ohio
$421K -$109K -922 -21%
MWM
1470
Mindset Wealth Management
Indiana
$419K +$29.5K +250 +8%
GBT
1471
Grove Bank & Trust
Florida
$418K +$8.26K +70 +2%
AF
1472
Aldebaran Financial
$417K – – –
Fiera Capital (Canada)
1473
Fiera Capital (Canada)
Quebec, Canada
$416K +$416K +3,526 New
VFP
1474
Verus Financial Partners
Virginia
$416K +$2.93K +25 +0.7%
CAAS
1475
Capital Asset Advisory Services
Michigan
$416K +$18.5K +156 +5%
57 58
59
60 61