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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 %
HWMG
1751
Hurlow Wealth Management Group
Indiana
$270K – – –
1WM
1752
1900 Wealth Management
Texas
$270K +$1.3K +11 +0.5%
EW
1753
Elyxium Wealth
California
$269K +$269K +2,280 New
YLHM
1754
Yelin Lapidot Holdings Management
Israel
$269K -$16.4K -139 -6%
TA
1755
TrueWealth Advisors
Alabama
$267K -$1.42K -12 -0.5%
VAG
1756
VisionPoint Advisory Group
Texas
$267K +$267K +2,265 New
CP
1757
Castleview Partners
Texas
$267K +$29.3K +248 +12%
VFPW
1758
Vantage Financial Partners (Wisconsin)
Wisconsin
$267K -$826 -7 -0.3%
HFS
1759
Hantz Financial Services
Michigan
$267K +$70.2K +595 +36%
KSB
1760
Kennebec Savings Bank
Maine
$267K -$14.8K -125 -5%
GG
1761
Gleason Group
Kentucky
$267K +$2.36K +20 +0.9%
TH
1762
TCTC Holdings
Texas
$266K – – –
SMH
1763
Sanders Morris Harris
Texas
$266K – – –
SF
1764
Slagle Financial
Illinois
$265K -$5.19K -44 -2%
VCAM
1765
Van Cleef Asset Management
Ohio
$265K -$47.2K -400 -15%
WI
1766
WrapManager Inc
California
$265K -$4.48K -38 -2%
LRPA
1767
L. Roy Papp & Associates
Arizona
$264K -$3.07K -26 -1%
SIM
1768
Sentry Investment Management
Wisconsin
$264K – – –
CC
1769
Cultivar Capital
Texas
$264K +$264K +2,235 New
MKC
1770
M. Kraus & Co
Vermont
$263K – – –
ST
1771
Smithfield Trust
Pennsylvania
$263K – – –
FPWM
1772
FSB Premier Wealth Management
Iowa
$262K -$19.5K -165 -7%
CSB
1773
City State Bank
Iowa
$262K – – –
BST
1774
Bath Savings Trust
Maine
$261K -$9.2K -78 -3%
MPCG
1775
Matrix Private Capital Group
New York
$260K -$4.25K -36 -2%
69 70
71
72 73