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Duke Energy
DUK

Overview Fund Activity

2,234 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, 733 reducing their positions, and 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,234
Holders Change
-2
Holders Change %
-0.09%
% 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
733
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 %
USAA
2251
United Services Automobile Association
Texas
– -$2.21M -18,495 Closed
CWC
2252
Carolinas Wealth Consulting
North Carolina
– -$2.25M -18,483 Closed
BI
2253
Ballast Inc
Kentucky
– -$1.92M -15,782 Closed
JG
2254
Jain Global
New York
– -$1.65M -13,534 Closed
GCM
2255
Graham Capital Management
Connecticut
– -$1.57M -12,862 Closed
EGA
2256
Eagle Global Advisors
Texas
– -$1.36M -11,190 Closed
DTL
2257
Dynamic Technology Lab
Singapore
– -$1.3M -10,620 Closed
Jane Street
2258
Jane Street
New York
– -$1.29M -10,557 Closed
OTL
2259
Oak Thistle LLC
New York
– -$1.22M -9,992 Closed
NC
2260
NovaPoint Capital
Georgia
– -$1.07M -8,778 Closed
HCP
2261
Hexagon Capital Partners
Arkansas
– -$1.04M -8,511 Closed
FF
2262
Friedenthal Financial
New Jersey
– -$1M -8,226 Closed
LA
2263
Legacy Advisors
Pennsylvania
– -$979K -8,030 Closed
RAG
2264
RIA Advisory Group
Iowa
– -$882K -7,232 Closed
PCM
2265
Polymer Capital Management
New York
– -$625K -5,121 Closed
CCA
2266
Corps Capital Advisors
Texas
– -$610K -5,000 Closed
NA
2267
Novus Advisors
South Carolina
– -$594K -4,870 Closed
PD
2268
Point72 (DIFC)
United Arab Emirates
– -$455K -3,729 Closed
EWA
2269
ERTS Wealth Advisors
Michigan
– -$435K -3,569 Closed
CFG
2270
Clayton Financial Group
Missouri
– -$431K -3,537 Closed
FA
2271
Fiducient Advisors
Illinois
– -$366K -3,000 Closed
ARC
2272
Advisor Resource Council
Texas
– -$354K -2,906 Closed
GAA
2273
Global Assets Advisory
Florida
– -$249K -2,138 Closed
PCM
2274
Prelude Capital Management
New York
– -$259K -2,125 Closed
PTCG
2275
Pring Turner Capital Group
California
– -$257K -2,107 Closed
89 90
91
92 93