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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 %
CL
1526
CVFG LLC
Indiana
$379K -$4.01K -34 -1%
SWM
1527
Shepherd Wealth Management
Ohio
$378K +$378K +3,011 New
BWM
1528
Baron Wealth Management
Michigan
$377K +$10.9K +92 +3%
BC
1529
Burney Company
Virginia
$377K – – –
NSIM
1530
North Star Investment Management
Illinois
$376K +$944 +8 +0.3%
MA
1531
MKT Advisors
California
$376K +$2.38K +20 +0.6%
BBNB
1532
Baker Boyer National Bank
Washington
$375K – – –
BSSFA
1533
Baron Silver Stevens Financial Advisors
Florida
$375K +$26.8K +227 +8%
SAM
1534
Summit Asset Management
Tennessee
$375K +$2.36K +20 +0.6%
FCFC
1535
First Citizens Financial Corp
Iowa
$374K -$30.1K -255 -7%
MCM
1536
Marathon Capital Management
Maryland
$374K – – –
BFAG
1537
Blackston Financial Advisory Group
Florida
$374K -$6.73K -57 -2%
BMC
1538
Beaton Management Company
Massachusetts
$374K – – –
SAM
1539
Sawgrass Asset Management
Florida
$374K -$1.06K -9 -0.3%
USB
1540
Union Savings Bank
Connecticut
$374K – – –
4WM
1541
44 Wealth Management
Oregon
$374K – – –
BWM
1542
BKM Wealth Management
Wisconsin
$373K – – –
MGAM
1543
McGowan Group Asset Management
Texas
$373K +$236 +2 +0.1%
AWP
1544
Atlas Wealth Partners
Pennsylvania
$373K +$11.8K +100 +3%
DWM
1545
Drive Wealth Management
Utah
$373K +$58.2K +493 +18%
FA
1546
Fagan Associates
New York
$372K – – –
MIC
1547
Means Investment Company
Maine
$371K +$5.55K +47 +2%
WPA
1548
West Paces Advisors
Georgia
$370K -$590 -5 -0.2%
EFSCE
1549
Enterprise Financial Services Corp (EFSC)
Missouri
$369K +$12.7K +108 +4%
NHT
1550
New Hampshire Trust
New Hampshire
$369K +$12K +102 +3%
60 61
62
63 64