DUK icon

Duke Energy
DUK

Overview Fund Activity

2,235 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
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
153
Increased
1,018
Reduced
734
Closed
115
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 %
WA
2201
WestEnd Advisors
North Carolina
$6.45K -$18.4K -157 -74%
BDPWM
2202
Barnes Dennig Private Wealth Management
Ohio
$6.02K -$46K -390 -88%
GFL
2203
Granite FO LLC
New Hampshire
$5.9K – – –
MDA
2204
Minot DeBlois Advisors
Massachusetts
$5.9K – – –
AWM
2205
Ameliora Wealth Management
Switzerland
$5.9K – – –
IHWM
2206
Iron Horse Wealth Management
Iowa
$5.78K – – –
SHIM
2207
Stone House Investment Management
Pennsylvania
$5.31K – – –
CWM
2208
Consultiva Wealth Management
Puerto Rico
$4.01K – – –
RS
2209
Rakuten Securities
Japan
$3.66K -$5.66K -48 -61%
PWA
2210
Principia Wealth Advisory
Texas
$3.66K -$472 -4 -11%
TFG
2211
Team Financial Group
California
$3.55K +$3.55K +30 New
EAM
2212
Eukles Asset Management
Ohio
$3.3K – – –
KIG
2213
Kessler Investment Group
Indiana
$3.19K -$30.1K -255 -90%
DRP
2214
Decker Retirement Planning
Utah
$3.19K +$3.19K +27 New
BHWM
2215
Bay Harbor Wealth Management
Maryland
$3.07K +$1.53K +13 +100%
RWM
2216
Rialto Wealth Management
New York
$3.07K +$3.07K +26 New
HFM
2217
Harvest Fund Management
China
$3K -$17K -130 -85%
IMC
2218
Investment Management Corporation
Virginia
$2.83K – – –
GC
2219
Garde Capital
Washington
$2.71K – – –
NC
2220
North Capital
Utah
$1.89K – – –
QWM
2221
Quaker Wealth Management
New Jersey
$1.89K +$1.89K +16 New
MHIP
2222
Mountain Hill Investment Partners
New Jersey
$1.8K – – –
DF
2223
DecisionPoint Financial
Arizona
$1.67K +$1.67K +14 New
SFCL
2224
Strengthening Families & Communities LLC
Massachusetts
$1.54K +$355 +3 +30%
EPW
2225
Evergreen Private Wealth
Colorado
$1.53K +$1.53K +13 New
87 88
89
90 91