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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 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
–
Holders Change %
0%
% of All Funds
29.96%
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
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 %
TFA
2226
Transamerica Financial Advisors
Florida
$1.41K – – –
PW
2227
Pandora Wealth
Illinois
$1.18K +$1.18K +10 New
VWA
2228
Valued Wealth Advisors
Utah
$1.08K – – –
SIC
2229
SJS Investment Consulting
Ohio
$1.06K -$826 -7 -44%
PMAM
2230
Picton Mahoney Asset Management
Ontario, Canada
$1K – – –
HIA
2231
HFM Investment Advisors
New Jersey
$826 +$472 +4 +133%
IAS
2232
IMA Advisory Services
Colorado
$708 +$708 +6 New
HWM
2233
HighMark Wealth Management
Minnesota
$590 – – –
YDMI
2234
Y.D. More Investments
Israel
$438 +$11 +33 +3%
WOC
2235
West Oak Capital
California
$369 – – –
BA
2236
Bellwether Advisors
Nebraska
$118 – – –
CF
2237
Corebridge Financial
Texas
– -$21.1M -173,075 Closed
Citadel Advisors
2238
Citadel Advisors
Florida
– -$17.2M -141,150 Closed
JF
2239
Jump Financial
Illinois
– -$16.4M -134,626 Closed
FCI
2240
Financial Counselors Inc
Kansas
– -$15.8M -129,736 Closed
APF
2241
Alaska Permanent Fund
Alaska
– -$7.73M -63,385 Closed
CLGM
2242
Capitolis Liquid Global Markets
New York
– -$7.67M -62,900 Closed
Arrowstreet Capital
2243
Arrowstreet Capital
Massachusetts
– -$7.63M -62,567 Closed
VLKIM
2244
Van Lanschot Kempen Investment Management
Netherlands
– -$7.03M -57,671 Closed
LSA
2245
L & S Advisors
California
– -$4.13M -33,842 Closed
TL
2246
Tradewinds LLC
North Carolina
– -$3.15M -25,813 Closed
OQS
2247
Occudo Quantitative Strategies
Florida
– -$2.98M -24,964 Closed
DFCM
2248
Dark Forest Capital Management
Puerto Rico
– -$3.04M -24,953 Closed
AC
2249
Allstate Corporation
Illinois
– -$2.91M -23,891 Closed
AA
2250
ABC Arbitrage
France
– -$2.9M -23,748 Closed
88 89
90
91 92