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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 %
MAM
1701
McLean Asset Management
Virginia
$286K +$5.38K +46 +2%
LIG
1702
Lokken Investment Group
Delaware
$286K -$25K -212 -8%
CAM
1703
Cozad Asset Management
Illinois
$285K -$826 -7 -0.3%
DE
1704
Diversified Enterprises
Delaware
$285K +$708 +6 +0.2%
KOC
1705
Koss-Olinger Consulting
Florida
$285K +$354 +3 +0.1%
AGWCA
1706
Annis Gardner Whiting Capital Advisors
Florida
$285K +$72.3K +613 +34%
HWM
1707
Howard Wealth Management
Connecticut
$284K +$1.06K +9 +0.4%
KBFS
1708
Kohmann Bosshard Financial Services
Ohio
$284K – – –
AA
1709
Apriem Advisors
California
$283K – – –
TWM
1710
Tradition Wealth Management
Minnesota
$283K +$8.38K +71 +3%
AIA
1711
Alternative Investment Advisors
Florida
$283K +$20.9K +177 +8%
FA
1712
FDx Advisors
Illinois
$283K -$6.61K -56 -2%
WAM
1713
Weatherly Asset Management
California
$283K -$8.73K -74 -3%
JF
1714
Joule Financial
Kentucky
$283K +$118 +1 +0%
HW
1715
HORAN Wealth
Ohio
$282K +$282K +2,389 New
WI
1716
Westbourne Investments
Virginia
$282K +$282K +2,389 New
SL
1717
Sentinus LLC
Illinois
$281K +$12.3K +104 +5%
FFB
1718
First Financial Bankshares
Texas
$281K +$38.5K +326 +16%
RPC
1719
Rossmore Private Capital
Connecticut
$280K -$24.8K -210 -8%
CRI
1720
Colonial River Investments
Virginia
$280K -$3.78K -32 -1%
MFS
1721
Miller Financial Services
Michigan
$280K -$9.08K -77 -3%
TFP
1722
Tilia Fiduciary Partners
North Carolina
$280K +$472 +4 +0.2%
KIA
1723
Kraematon Investment Advisors
Massachusetts
$279K +$2.01K +17 +0.7%
TSWM
1724
Tyler-Stone Wealth Management
Ohio
$279K -$11.2K -95 -4%
CG
1725
Curat Global
New Hampshire
$278K +$36.7K +311 +15%
67 68
69
70 71