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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 %
LCM
1801
Liberty Capital Management
Michigan
$248K +$13.5K +114 +6%
LAM
1802
Longboard Asset Management
Arizona
$248K – – –
AF
1803
Abound Financial
California
$246K +$1.89K +16 +0.8%
BF
1804
bLong Financial
Tennessee
$246K – – –
PCA
1805
Peddock Capital Advisors
Massachusetts
$245K – – –
SHGA
1806
Sand Hill Global Advisors
California
$245K +$48.1K +408 +24%
PB
1807
Pinnacle Bancorp
Nebraska
$244K -$29.3K -248 -11%
PTB
1808
Pioneer Trust Bank
Oregon
$244K – – –
MMA
1809
Miracle Mile Advisors
California
$244K +$44K +373 +22%
RCA
1810
Resonant Capital Advisors
Wisconsin
$244K +$244K +2,064 New
WFA
1811
Wellspring Financial Advisors
Ohio
$243K +$243K +2,057 New
OWM
1812
OneAscent Wealth Management
Alabama
$242K -$88K -746 -27%
BFM
1813
Boothbay Fund Management
New York
$241K -$145K -1,233 -38%
OL
1814
OneFund LLC
Florida
$240K -$2.13K -18 -0.9%
CCA
1815
Clearwater Capital Advisors
Illinois
$239K -$206K -1,748 -46%
CWM
1816
CarsonAllaria Wealth Management
Illinois
$239K -$118 -1 -0%
VHAM
1817
Van Hulzen Asset Management
California
$239K +$5.31K +45 +2%
VCM
1818
Virtue Capital Management
Tennessee
$239K -$32.2K -273 -12%
LPT
1819
Legacy Private Trust
Wisconsin
$239K -$20.7K -175 -8%
TI
1820
tru Independence
Oregon
$239K +$8.38K +71 +4%
TFG
1821
Taylor Financial Group
Virginia
$238K – – –
CWIG
1822
Chung Wu Investment Group
Texas
$238K – – –
PP
1823
Patron Partners
Texas
$238K -$40.1K -340 -14%
PWPS
1824
Pinnacle Wealth Planning Services
Ohio
$238K +$238K +2,017 New
LSIA
1825
LaSalle St. Investment Advisors
Illinois
$238K +$20.5K +174 +9%
71 72
73
74 75