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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 %
COI
1626
Connable Office Inc
Michigan
$326K +$326K +2,766 New
FMTC
1627
Farmers & Merchants Trust Company
California
$326K +$326K +2,763 New
HIS
1628
Horizon Investment Services
Indiana
$326K +$118 +1 +0%
CT
1629
Clearstead Trust
Maine
$323K -$48.4K -410 -13%
PCMF
1630
Private Capital Management (Florida)
Florida
$323K – – –
SIA
1631
SkyView Investment Advisors
New Jersey
$322K -$234 -2 -0.1%
PCP
1632
Proficio Capital Partners
Massachusetts
$322K +$11.7K +99 +4%
KCM
1633
Kathmere Capital Management
Pennsylvania
$321K +$37.1K +314 +13%
CPSC
1634
Carl P. Sherr & Co
Massachusetts
$321K – – –
DOA
1635
D'Orazio & Associates
Virginia
$321K +$19.4K +164 +6%
MSFP
1636
Mark Sheptoff Financial Planning
Connecticut
$320K +$3.07K +26 +1%
GAB
1637
German American Bancorp
Indiana
$320K +$320K +2,709 New
BC
1638
Bayforest Capital
United Kingdom
$319K -$548K -4,641 -63%
CWM
1639
Calamos Wealth Management
Illinois
$319K -$20.1K -170 -6%
CCC
1640
Chelsea Counsel Company
California
$319K – – –
PAM
1641
Paradigm Asset Management
New York
$319K -$1.31M -11,100 -80%
JWBC
1642
J.W. Burns & Co
New York
$318K – – –
SWM
1643
SpringVest Wealth Management
Texas
$317K -$26.6K -225 -8%
CCA
1644
Cravens & Co Advisors
Tennessee
$317K +$6.61K +56 +2%
CFG
1645
Cooper Financial Group
California
$316K -$530K -4,488 -63%
QIM
1646
Quest Investment Management
Oregon
$314K +$314K +2,663 New
GAM
1647
Griffin Asset Management
New York
$314K +$1.42K +12 +0.5%
EAM
1648
Everstar Asset Management
North Carolina
$313K -$393K -3,330 -56%
OA
1649
Oxbow Advisors
Texas
$313K – – –
KA
1650
Kozak & Associates
Colorado
$311K +$196K +1,675 +171%
64 65
66
67 68