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Duke Energy
DUK

Overview Fund Activity

2,233 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,017 increasing their positions, 733 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,233
Holders Change
-2
Holders Change %
-0.09%
% of All Funds
29.95%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
153
Increased
1,017
Reduced
733
Closed
115
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M

Top Buyers

1
BlackRock
BlackRock
New York
$7.88B
2
UBS AM
UBS AM
Illinois
$583M
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$150M
4
Vanguard Group
Vanguard Group
Pennsylvania
$8.93B
5
State Street
State Street
Massachusetts
$4.92B

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$103M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.56B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.03B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$85.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
GC
151
Guggenheim Capital
Illinois
$34M +$224K +1,897 +0.7%
Nomura Asset Management
152
Nomura Asset Management
Japan
$33.8M +$1.21M +10,261 +4%
ETC
153
Exchange Traded Concepts
Oklahoma
$33.4M +$1.97M +16,727 +6%
MAM
154
Magellan Asset Management
Australia
$32.8M +$3.12M +26,400 +10%
VanEck Associates
155
VanEck Associates
New York
$32.8M +$2.69M +22,798 +9%
Robeco Institutional Asset Management
156
Robeco Institutional Asset Management
Netherlands
$32.6M +$17.5M +148,472 +116%
LOIM
157
Liberty One Investment Management
Illinois
$32M -$1.02M -8,675 -3%
State of Tennessee, Department of Treasury
158
State of Tennessee, Department of Treasury
Tennessee
$31.4M +$68.4K +580 +0.2%
State of New Jersey Common Pension Fund D
159
State of New Jersey Common Pension Fund D
New Jersey
$30.9M – – –
Comerica Bank
160
Comerica Bank
Texas
$30.3M -$258K -2,185 -0.8%
Squarepoint
161
Squarepoint
New York
$30M +$12.6M +106,695 +72%
PR
162
Payden & Rygel
California
$29.8M +$519K +4,400 +2%
YCM
163
Yaupon Capital Management
New York
$29.4M +$2.39M +20,272 +9%
SO
164
STRS Ohio
Ohio
$29.3M +$2.15M +18,203 +8%
LMIM
165
Lockheed Martin Investment Management
Maryland
$29.1M +$9.94M +84,200 +52%
SG Americas Securities
166
SG Americas Securities
New York
$29.1M +$21M +178,130 +261%
FMLI
167
Fukoku Mutual Life Insurance
Japan
$28.8M -$14.3K -121 -0%
DADC
168
D.A. Davidson & Co
Montana
$27.7M +$57.5K +487 +0.2%
CB
169
Commerce Bank
Missouri
$27.6M -$2.13M -18,052 -7%
HNB
170
Huntington National Bank
Ohio
$27.1M +$1.53M +12,950 +6%
TNB
171
Thomasville National Bank
Georgia
$27M -$26.2K -222 -0.1%
BG
172
Bollard Group
Massachusetts
$26.9M +$2.4M +20,332 +10%
ASRS
173
Arizona State Retirement System
Arizona
$26.8M +$53.7K +455 +0.2%
IMRF
174
Illinois Municipal Retirement Fund
Illinois
$26.7M +$5.36M +45,385 +25%
Rockefeller Capital Management
175
Rockefeller Capital Management
New York
$26.6M +$4.2M +34,425 +19%
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