DUK icon

Duke Energy
DUK

Overview Fund Activity

2,233 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, 1,017 increasing their positions, 733 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,233
Holders Change
-2
Holders Change %
-0.09%
% of All Funds
29.95%
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
1,017
Reduced
733
Closed
115
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M

Top Buyers

1
BlackRock
BlackRock
New York
$7.88B
2
UBS AM
UBS AM
Illinois
$583M
3
LWANC
Laurel Wealth Advisors (North Carolina)
North Carolina
$150M
4
Vanguard Group
Vanguard Group
Pennsylvania
$8.93B
5
State Street
State Street
Massachusetts
$4.92B

Top Sellers

1
First Trust Advisors
First Trust Advisors
Illinois
$103M
2
Wellington Management Group
Wellington Management Group
Massachusetts
$1.56B
3
Massachusetts Financial Services
Massachusetts Financial Services
Massachusetts
$2.03B
4
BNP Paribas Financial Markets
BNP Paribas Financial Markets
France
$85.7M
5
Neuberger Berman Group
Neuberger Berman Group
New York
$209M
Name Holding Trade Value Shares
Change 		Shares
Change %
II
201
IFM Investors
Australia
$21.8M +$1.71M +14,522 +9%
QCM
202
Quantinno Capital Management
New York
$21.7M +$6.28M +53,227 +41%
BF
203
BOK Financial
Oklahoma
$21.6M -$257K -2,175 -1%
OAM
204
Oppenheimer Asset Management
New York
$21.5M -$194K -1,642 -0.9%
Voloridge Investment Management
205
Voloridge Investment Management
Florida
$21.4M +$21.4M +181,216 New
AF
206
Allworth Financial
California
$21.4M +$9.21M +78,022 +76%
CCM
207
Cinctive Capital Management
New York
$21.1M +$21.1M +178,971 New
Calamos Advisors
208
Calamos Advisors
Illinois
$21.1M – – –
Bank Julius Baer & Co
209
Bank Julius Baer & Co
Switzerland
$20.8M +$2.95M +25,011 +17%
BC
210
Bruce & Co
Illinois
$20.7M – – –
KAS
211
Kestra Advisory Services
Texas
$20.6M +$578K +4,902 +3%
Daiwa Securities Group
212
Daiwa Securities Group
Japan
$20.5M -$160K -1,359 -0.8%
WIC
213
Woodmont Investment Counsel
Tennessee
$20.3M -$39.5K -335 -0.2%
GCM
214
Greenland Capital Management
New York
$20.2M +$9.12M +77,314 +82%
SPIA
215
Steward Partners Investment Advisory
New York
$19.9M -$88.6K -751 -0.4%
CF
216
Clarity Financial
Texas
$19.9M +$375K +3,181 +2%
NAM
217
NorthCrest Asset Manangement
Minnesota
$19.7M -$1.18M -10,046 -6%
Retirement Systems of Alabama
218
Retirement Systems of Alabama
Alabama
$19.7M +$3.54K +30 +0%
IMPI
219
Ilmarinen Mutual Pension Insurance
Finland
$19.5M +$2.95M +25,000 +18%
PAM
220
Panagora Asset Management
Massachusetts
$19.4M -$1.36M -11,523 -7%
NA
221
NewEdge Advisors
Louisiana
$19.3M +$383K +3,247 +2%
OSAM
222
O'Shaughnessy Asset Management
Connecticut
$19.2M +$2.24M +18,985 +13%
LA
223
Linden Advisors
New York
$19M +$19M +161,120 New
BCI
224
Brinker Capital Investments
Pennsylvania
$19M +$410K +3,478 +2%
P
225
&Partners
Tennessee
$19M +$1.35M +11,461 +8%
7 8
9
10 11