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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 %
CPA
1776
Capital Planning Advisors
California
$258K -$826 -7 -0.3%
TWP
1777
Triad Wealth Partners
Kansas
$258K -$28.4K -241 -10%
JAA
1778
Joel Adams & Associates
North Carolina
$258K -$35.4K -300 -12%
LCWP
1779
Legacy Capital Wealth Partners
Arkansas
$258K +$8.62K +73 +3%
IPW
1780
Intergy Private Wealth
Colorado
$258K -$4.72K -40 -2%
KIM
1781
Kestra Investment Management
Texas
$257K +$257K +2,181 New
RBC
1782
Roble Belko & Company
Pennsylvania
$257K – – –
IC
1783
Inscription Capital
Texas
$256K +$256K +2,169 New
OF
1784
Optimize Financial
California
$256K -$1.65K -14 -0.6%
MPM
1785
MBB Public Markets
Illinois
$256K -$57.2K -485 -18%
FMTCOCP
1786
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K -$11.8K -100 -4%
AIM
1787
Alhambra Investment Management
Florida
$254K -$13.3K -113 -5%
OPPS
1788
Obsidian Personal Planning Solutions
Maryland
$254K – – –
AA
1789
Auxano Advisors
Washington
$254K +$3.54K +30 +1%
HNB
1790
Hilltop National Bank
Wyoming
$252K +$252K +2,137 New
PIA
1791
Perennial Investment Advisors
California
$252K -$11.3K -96 -4%
DWM
1792
Darwin Wealth Management
Florida
$252K -$10K -85 -4%
EIM
1793
Essex Investment Management
Massachusetts
$250K – – –
EL
1794
EWA LLC
Pennsylvania
$250K +$30.1K +255 +14%
TFS
1795
Thoroughbred Financial Services
Tennessee
$250K -$474K -4,013 -65%
RWA
1796
Redhawk Wealth Advisors
Minnesota
$250K +$472 +4 +0.2%
WAG
1797
Winthrop Advisory Group
Massachusetts
$250K +$4.01K +34 +2%
FFC
1798
First Financial Corp
Indiana
$250K -$21.7K -184 -8%
GM
1799
GeoWealth Management
Illinois
$249K +$15.1K +128 +6%
EA
1800
Everpar Advisors
Oklahoma
$248K -$2.83K -24 -1%
70 71
72
73 74