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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 %
RC
1726
Rexford Capital
Texas
$277K +$277K +2,351 New
AWS
1727
Arkfeld Wealth Strategies
Nebraska
$277K +$4.81K +41 +2%
S
1728
Sunpointe
Missouri
$277K +$6.85K +58 +3%
CCFM
1729
Clear Creek Financial Management
Washington
$277K -$11.2K -95 -4%
FRA
1730
Front Row Advisors
California
$276K – – –
SMF
1731
Scott Marsh Financial
Utah
$276K +$276K +2,340 New
CM
1732
Cornerstone Management
Georgia
$276K +$276K +2,337 New
SWM
1733
Salvus Wealth Management
New Jersey
$276K +$8.38K +71 +3%
SXL
1734
Summit X LLC
Missouri
$275K +$11.8K +100 +4%
AWM
1735
Angeles Wealth Management
California
$275K +$24.1K +204 +10%
FUBT
1736
First United Bank & Trust
Maryland
$275K +$83.8K +710 +44%
BFA
1737
Buttonwood Financial Advisors
Maryland
$274K -$38.6K -327 -12%
PBK
1738
Peoples Bank (Kansas)
Kansas
$274K -$2.95K -25 -1%
GWP
1739
Gateway Wealth Partners
Wisconsin
$273K +$273K +2,316 New
SCP
1740
Sivia Capital Partners
California
$273K -$3.3K -28 -1%
CPRC
1741
Consolidated Portfolio Review Corp
New York
$273K -$12.5K -106 -4%
CFSG
1742
Community Financial Services Group
Vermont
$273K -$59.8K -507 -18%
BCCM
1743
Bridge Creek Capital Management
Massachusetts
$272K – – –
UAG
1744
United Advisor Group
Ohio
$272K +$26.7K +226 +11%
MAM
1745
Mainsail Asset Management
Alabama
$272K – – –
MSE
1746
MUFG Securities EMEA
United Kingdom
$271K +$271K +2,297 New
VFG
1747
Victory Financial Group
Texas
$271K +$271K +2,295 New
WSA
1748
Warm Springs Advisors
California
$270K -$48.9K -414 -15%
NWMG
1749
Nicholson Wealth Management Group
South Carolina
$270K +$19.6K +166 +8%
TCWM
1750
Total Clarity Wealth Management
Illinois
$270K +$270K +2,291 New
68 69
70
71 72