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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 %
GA
1851
Goldstein Advisors
Wisconsin
$229K +$2.01K +17 +0.9%
SA
1852
Shilanski & Associates
Alaska
$229K -$13.2K -112 -5%
BF
1853
Brucke Financial
Indiana
$229K +$229K +1,940 New
CFSG
1854
Clark Financial Services Group
Missouri
$228K +$19.6K +166 +9%
RWM
1855
Riverbend Wealth Management
South Carolina
$228K -$72.1K -611 -24%
SHFP
1856
Second Half Financial Partners
Florida
$228K -$1.18K -10 -0.5%
AIM
1857
Advyzon Investment Management
Illinois
$228K +$31.6K +268 +16%
PIM
1858
Plato Investment Management
Australia
$227K – – –
AHL
1859
Abel Hall LLC
Louisiana
$227K -$45.7K -387 -17%
PFG
1860
Prosperity Financial Group
California
$227K +$2.83K +24 +1%
PMSA
1861
Patrick M. Sweeney & Associates
Illinois
$226K -$1.17K -10 -0.5%
WAC
1862
William Allan Corp
Colorado
$225K – – –
HIA
1863
Harbor Investment Advisory
Maryland
$225K +$118 +1 +0.1%
CAM
1864
Cypress Asset Management
Texas
$225K – – –
IA
1865
Integrity Alliance
Iowa
$225K -$268K -2,275 -54%
ES
1866
Eagle Strategies
New York
$225K -$70.9K -601 -24%
KCAM
1867
Kagan Cocozza Asset Management
New Jersey
$224K -$1.18K -10 -0.5%
AMM
1868
American Money Management
California
$224K -$78K -661 -26%
GHAM
1869
Gilman Hill Asset Management
Connecticut
$224K – – –
SCM
1870
Silvant Capital Management
Georgia
$223K – – –
FAT
1871
First American Trust
California
$222K +$13.9K +118 +7%
OPTFSNA
1872
Old Point Trust & Financial Services N A
Virginia
$222K -$17.7K -150 -7%
CPA
1873
Capital Performance Advisors
California
$222K +$18.9K +160 +9%
MCM
1874
MV Capital Management
Maryland
$222K -$2.12K -18 -0.9%
LIA
1875
LifePlan Investment Advisors
North Carolina
$222K -$354 -3 -0.2%
73 74
75
76 77