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Duke Energy
DUK

Overview Fund Activity

2,233 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,017 increasing their positions, 733 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,233
Holders Change
-2
Holders Change %
-0.09%
% of All Funds
29.95%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
153
Increased
1,017
Reduced
733
Closed
115
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M

Top Buyers

1
BlackRock
BlackRock
New York
$7.88B
2
UBS AM
UBS AM
Illinois
$583M
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$150M
4
Vanguard Group
Vanguard Group
Pennsylvania
$8.93B
5
State Street
State Street
Massachusetts
$4.92B

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$103M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.56B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.03B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$85.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
M&T Bank
126
M&T Bank
New York
$43.6M +$3.95M +33,457 +10%
ELC
127
Edgar Lomax Company
Virginia
$43.3M -$699K -5,925 -2%
EIP
128
Energy Income Partners
Connecticut
$43.2M +$2.78M +23,533 +7%
MML Investors Services
129
MML Investors Services
Massachusetts
$43M +$2.57M +21,817 +6%
Treasurer of the State of North Carolina
130
Treasurer of the State of North Carolina
North Carolina
$42.9M +$1.2M +10,183 +3%
Osaic Holdings
131
Osaic Holdings
Arizona
$42.3M +$2.9M +25,734 +7%
TD Asset Management
132
TD Asset Management
Ontario, Canada
$42M +$1.23M +10,416 +3%
CIC
133
Crawford Investment Counsel
Georgia
$41.6M -$902K -7,642 -2%
Cerity Partners
134
Cerity Partners
New York
$40.2M +$1.28M +10,821 +3%
RAM
135
Resona Asset Management
Japan
$39.5M +$1.74M +14,753 +5%
Creative Planning
136
Creative Planning
Kansas
$38.9M +$556K +4,715 +1%
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$38.8M +$5.62M +47,664 +17%
CA
138
CSM Advisors
Pennsylvania
$38.7M +$38.7M +327,625 New
KeyBank National Association
139
KeyBank National Association
Ohio
$38.6M +$27.4M +232,444 +245%
HWA
140
Heritage Wealth Advisors
Virginia
$38.3M +$88.5K +750 +0.2%
Corient Private Wealth
141
Corient Private Wealth
Florida
$38.2M +$407K +3,450 +1%
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$38.1M -$10.1M -85,363 -21%
GF
143
Gabelli Funds
New York
$37.8M -$767K -6,500 -2%
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.6M -$212K -1,795 -0.6%
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$36.7M +$2.26M +19,175 +7%
CIBC Asset Management
146
CIBC Asset Management
Ontario, Canada
$36M +$2.38M +20,153 +7%
Renaissance Technologies
147
Renaissance Technologies
New York
$34.6M -$7.38M -62,550 -18%
SI
148
Stephens Inc
Arkansas
$34.4M -$466K -3,947 -1%
MSV
149
MN Services Vermogensbeheer
Netherlands
$34.3M +$732K +6,200 +2%
Fidelity International
150
Fidelity International
Bermuda
$34.1M +$6.23M +52,768 +22%
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