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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 %
PTCG
2276
Pring Turner Capital Group
California
– -$257K -2,107 Closed
RFA
2277
RTD Financial Advisors
Pennsylvania
– -$256K -2,102 Closed
HT
2278
Heritage Trust
Oklahoma
– -$256K -2,097 Closed
SRC
2279
Stone Run Capital
New York
– -$253K -2,071 Closed
LBA
2280
Letko, Brosseau & Associates
Quebec, Canada
– -$250K -2,050 Closed
SWA
2281
SFMG Wealth Advisors
Texas
– -$242K -1,981 Closed
COCM
2282
Charter Oak Capital Management
New Hampshire
– -$242K -1,980 Closed
GP
2283
Greenline Partners
New York
– -$235K -1,928 Closed
CMAI
2284
Capital Management Associates Inc
Minnesota
– -$231K -1,892 Closed
MA
2285
Mezzasalma Advisors
New Jersey
– -$229K -1,878 Closed
CCM
2286
Crew Capital Management
Ohio
– -$228K -1,873 Closed
FFG
2287
Frisch Financial Group
New York
– -$228K -1,872 Closed
TF
2288
Trek Financial
Arizona
– -$227K -1,864 Closed
SPA
2289
Sherbrooke Park Advisers
New York
– -$227K -1,862 Closed
Jacobs Levy Equity Management
2290
Jacobs Levy Equity Management
New Jersey
– -$226K -1,856 Closed
BWL
2291
Beacon Wealthcare LLC
North Carolina
– -$225K -1,848 Closed
AA
2292
Aufman Associates
Pennsylvania
– -$223K -1,828 Closed
AAS
2293
Annex Advisory Services
Wisconsin
– -$222K -1,820 Closed
BOM
2294
Bank of Marin
California
– -$221K -1,809 Closed
CWG
2295
Crown Wealth Group
North Carolina
– -$218K -1,788 Closed
CFP
2296
Curran Financial Partners
South Carolina
– -$214K -1,754 Closed
HWM
2297
Horizon Wealth Management
Illinois
– -$211K -1,731 Closed
PWA
2298
Phoenix Wealth Advisors
North Carolina
– -$208K -1,702 Closed
BOC
2299
Blue Oak Capital
California
– -$206K -1,692 Closed
RIA
2300
Richwood Investment Advisors
Ohio
– -$206K -1,685 Closed
90 91
92
93 94