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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 %
FBFS
1501
First Business Financial Services
Wisconsin
$394K +$2.6K +22 +0.7%
BIA
1502
Beacon Investment Advisors
Maryland
$394K +$7.25K +62 +2%
MWP
1503
Meriwether Wealth & Planning
Louisiana
$393K -$50.7K -430 -11%
LA
1504
Latitude Advisors
Florida
$393K – – –
WEG
1505
World Equity Group
Illinois
$392K -$58.8K -498 -13%
GCP
1506
GSA Capital Partners
United Kingdom
$392K -$842K -7,136 -68%
AWM
1507
Avior Wealth Management
Nebraska
$391K +$14.5K +123 +4%
OWA
1508
Opal Wealth Advisors
New York
$390K +$86.1K +730 +28%
VAS
1509
Vestmark Advisory Solutions
Massachusetts
$390K -$578K -4,896 -60%
BWA
1510
Bestgate Wealth Advisors
Maryland
$390K – – –
CFS
1511
Commonwealth Financial Services
West Virginia
$390K +$472 +4 +0.1%
ADL
1512
Asset Dedication LLC
California
$390K +$226K +1,912 +137%
CIA
1513
Cladis Investment Advisory
Montana
$388K – – –
MFWP
1514
Mosaic Family Wealth Partners
Missouri
$387K -$25.4K -215 -6%
DSC
1515
Duncker Streett & Co
Missouri
$385K – – –
SIC
1516
Sterling Investment Counsel
New York
$385K -$34.3K -291 -8%
MAM
1517
MWA Asset Management
Massachusetts
$384K -$826 -7 -0.2%
LIA
1518
LBMC Investment Advisors
Tennessee
$383K +$118 +1 +0%
AWM
1519
Accel Wealth Management
Iowa
$383K +$52.5K +445 +16%
PHWM
1520
Pine Harbor Wealth Management
Maryland
$382K +$236 +2 +0.1%
TFO
1521
Timonier Family Office
North Carolina
$382K +$236 +2 +0.1%
VA
1522
VestGen Advisors
Illinois
$381K +$82.1K +696 +27%
WBWA
1523
William B. Walkup & Associates
South Carolina
$381K -$13.6K -115 -3%
WKWM
1524
Walter & Keenan Wealth Management
Indiana
$380K +$15.1K +128 +4%
SPWG
1525
Syntegra Private Wealth Group
Missouri
$380K +$83.4K +707 +28%
59 60
61
62 63