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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 %
MAWA
1576
Moss Adams Wealth Advisors
Washington
$355K +$17.9K +152 +5%
CIG
1577
Cascade Investment Group
Colorado
$355K – – –
TCA
1578
Transcend Capital Advisors
New Jersey
$355K +$7.32K +62 +2%
WPI
1579
Walter Public Investments
Canada
$354K – – –
FHC
1580
First Heartland Consultants
Missouri
$354K +$27.1K +230 +8%
CG
1581
CFO4Life Group
Texas
$354K -$37.5K -318 -10%
MAV
1582
Mason & Associates (Virginia)
Virginia
$353K +$21.6K +183 +7%
CWM
1583
Centurion Wealth Management
Virginia
$353K +$10.3K +87 +3%
LOIP
1584
Live Oak Investment Partners
Texas
$353K -$22.2K -188 -6%
PG
1585
Prostatis Group
Maryland
$350K -$43.3K -367 -11%
CB
1586
CNB Bank
Pennsylvania
$349K -$45.9K -389 -12%
HDA
1587
Harold Davidson & Associates
California
$349K -$67.9K -575 -16%
EIP
1588
Ellis Investment Partners
Pennsylvania
$349K +$6.96K +59 +2%
VST
1589
Van Strum & Towne
California
$347K – – –
ICP
1590
Interchange Capital Partners
Pennsylvania
$346K +$18.6K +158 +6%
IAMOG
1591
Investors Asset Management of Georgia
Georgia
$345K +$7.79K +66 +2%
CBT
1592
Central Bank & Trust
Kentucky
$345K – – –
SAM
1593
Sequent Asset Management
Texas
$344K – – –
BTW
1594
Boston Trust Walden
Massachusetts
$344K – – –
SJL
1595
Shayne & Jacobs LLC
Tennessee
$342K +$47.4K +402 +16%
EW
1596
Evoke Wealth
California
$342K -$27.4K -232 -7%
CCIA
1597
Campbell & Co Investment Adviser
Maryland
$342K -$483K -4,096 -59%
RMAM
1598
Raab & Moskowitz Asset Management
New Jersey
$342K +$11.8K +100 +4%
BAM
1599
Berkshire Asset Management
Pennsylvania
$341K -$590 -5 -0.2%
FS
1600
Financial Symmetry
North Carolina
$341K +$341K +2,887 New
62 63
64
65 66