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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 %
CW
1551
Channel Wealth
California
$368K +$2.71K +23 +0.7%
NPF
1552
Norris Perne & French
Michigan
$368K – – –
CS
1553
Cannell & Spears
New York
$367K +$826 +7 +0.2%
MWP
1554
Meridian Wealth Partners
Pennsylvania
$367K +$2.36K +20 +0.6%
WC
1555
Westhampton Capital
North Carolina
$365K – – –
FFG
1556
Fiduciary Financial Group
California
$365K +$26.2K +220 +8%
TBT
1557
Texas Bank & Trust
Texas
$364K – – –
MSWMA
1558
Market Street Wealth Management Advisors
Indiana
$363K +$7.32K +62 +2%
MCA
1559
Magnolia Capital Advisors
Mississippi
$362K +$65.4K +554 +22%
WP
1560
Waycross Partners
Kentucky
$361K +$361K +3,061 New
LIA
1561
LSP Investment Advisors
New York
$361K – – –
MA
1562
MCF Advisors
Kentucky
$361K -$3.07K -26 -0.8%
WA1
1563
Wimmer Associates 1
California
$361K – – –
SN
1564
Sittner & Nelson
Oregon
$360K – – –
CFA
1565
CWS Financial Advisors
Michigan
$360K -$30.4K -258 -8%
EB
1566
Exchange Bank
California
$359K – – –
JC
1567
JB Capital
Connecticut
$359K +$4.84K +41 +1%
JWM
1568
Jackson Wealth Management
Florida
$359K – – –
CCM
1569
Charter Capital Management
Wisconsin
$359K +$359K +3,042 New
AFAS
1570
Acorn Financial Advisory Services
Virginia
$359K -$82K -695 -19%
MHR
1571
Matthew Hamilton Rosenberg
$359K +$42.2K +358 +13%
MWA
1572
Midland Wealth Advisors
Illinois
$358K – – –
NG
1573
Novem Group
New York
$357K -$118 -1 -0%
HWA
1574
Heartwood Wealth Advisors
Virginia
$356K +$27.6K +234 +8%
RBWA
1575
RFG - Bristol Wealth Advisors
Massachusetts
$356K +$354 +3 +0.1%
61 62
63
64 65