DUK icon

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 %
FHA
1476
Flagship Harbor Advisors
Massachusetts
$415K +$22.3K +189 +6%
C
1477
Certuity
Florida
$415K -$4.84K -41 -1%
AWAP
1478
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$415K +$3.19K +27 +0.8%
QWP
1479
Quotient Wealth Partners
Texas
$412K +$21K +178 +5%
IPWA
1480
International Private Wealth Advisors
California
$412K +$77.6K +658 +23%
RWM
1481
RKL Wealth Management
Pennsylvania
$411K +$9.79K +83 +2%
LAM
1482
L2 Asset Management
Massachusetts
$410K +$20.4K +173 +5%
VV
1483
Verity & Verity
South Carolina
$410K -$116K -985 -22%
SFP
1484
Sandbox Financial Partners
Maryland
$410K +$2.95K +25 +0.7%
SAM
1485
Secure Asset Management
Michigan
$406K -$18.2K -154 -4%
API
1486
Asset Planning Inc
California
$406K +$708 +6 +0.2%
YP
1487
YANKCOM Partnership
South Dakota
$405K +$2.48K +21 +0.6%
ASC
1488
Atalanta Sosnoff Capital
New York
$404K +$14.8K +125 +4%
MCM
1489
Mainstay Capital Management
Michigan
$403K +$184K +1,558 +84%
RZH
1490
Relyea Zuckerberg Hanson
Connecticut
$403K +$69.7K +591 +21%
UCI
1491
Uncommon Cents Investing
Wisconsin
$402K +$51.8K +439 +15%
AL
1492
Aspiriant LLC
California
$402K -$48.9K -414 -11%
WTG
1493
West Tower Group
Virginia
$401K +$401K +3,400 New
SIA
1494
Soltis Investment Advisors
Utah
$401K +$13.8K +117 +4%
OFS
1495
OMC Financial Services
New York
$399K +$354 +3 +0.1%
CFS
1496
CRA Financial Services
New Jersey
$398K +$1.89K +16 +0.5%
FCH
1497
Freestone Capital Holdings
Washington
$398K -$13.9K -118 -3%
MWA
1498
Muirfield Wealth Advisors
North Carolina
$397K +$4.84K +41 +1%
HFP
1499
Holistic Financial Partners
Indiana
$394K +$10.3K +87 +3%
FPW
1500
Fairvoy Private Wealth
Alabama
$394K -$472 -4 -0.1%
58 59
60
61 62