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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 %
TWP
1826
Tower Wealth Partners
Pennsylvania
$238K +$20.1K +170 +9%
FS
1827
Ferguson Shapiro
Georgia
$238K +$238K +2,015 New
PJWM
1828
Philip James Wealth Mangement
Georgia
$237K +$944 +8 +0.4%
JFGIW
1829
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K -$729K -6,178 -75%
AFW
1830
Atlantic Family Wealth
Florida
$237K -$708 -6 -0.3%
ST
1831
Sentinel Trust
Texas
$237K +$237K +2,006 New
GCM
1832
Graver Capital Management
Ohio
$236K – – –
WCA
1833
Westover Capital Advisors
Delaware
$236K – – –
ONB
1834
Old National Bancorp
Indiana
$235K +$235K +1,993 New
LKIM
1835
Lawson Kroeker Investment Management
Nebraska
$235K – – –
UWP
1836
Uniting Wealth Partners
Kansas
$234K +$354 +3 +0.2%
XT
1837
XTX Topco
Cayman Islands
$234K +$234K +1,983 New
CPC
1838
Consolidated Planning Corp
Georgia
$234K -$47.9K -406 -17%
AFM
1839
Armstrong Fleming & Moore
District of Columbia
$234K +$234K +1,981 New
SIS
1840
Strategic Investment Solutions
Illinois
$233K +$826 +7 +0.4%
SA
1841
Sovran Advisors
California
$232K +$27.9K +240 +14%
MWM
1842
MGB Wealth Management
Texas
$231K +$231K +1,961 New
PWM
1843
Provident Wealth Management
Tennessee
$231K – – –
MF
1844
Meridian Financial
Massachusetts
$231K – – –
TI
1845
Truepoint Inc
Ohio
$231K +$231K +1,956 New
NC
1846
NBW Capital
Massachusetts
$231K +$18.1K +153 +8%
EFM
1847
E Fund Management
China
$231K -$58.5K -496 -20%
WPC
1848
White Pine Capital
Minnesota
$231K +$231K +1,954 New
TW
1849
TritonPoint Wealth
Maryland
$230K +$5.31K +45 +2%
SWP
1850
Semus Wealth Partners
Florida
$230K -$6.84K -58 -3%
72 73
74
75 76