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Duke Energy
DUK

Overview Fund Activity

2,236 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,236
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
154
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 %
RIA
2301
Richwood Investment Advisors
Ohio
– -$206K -1,685 Closed
ERIC
2302
Eagle Rock Investment Company
Georgia
– -$206K -1,685 Closed
WFMPM
2303
Woodley Farra Manion Portfolio Management
Indiana
– -$204K -1,676 Closed
WAM
2304
Worth Asset Management
Texas
– -$204K -1,672 Closed
OFG
2305
Oxford Financial Group
Indiana
– -$204K -1,672 Closed
GAM
2306
Gould Asset Management
California
– -$203K -1,666 Closed
NWAG
2307
Net Worth Advisory Group
Utah
– -$203K -1,664 Closed
GJIA
2308
Glass Jacobson Investment Advisors
Maryland
– -$179K -1,661 Closed
RPCA
2309
Running Point Capital Advisors
California
– -$202K -1,657 Closed
BIG
2310
Brookwood Investment Group
Arizona
– -$202K -1,656 Closed
HA
2311
Herold Advisors
New York
– -$202K -1,655 Closed
SW
2312
SkyOak Wealth
Michigan
– -$201K -1,652 Closed
SHFA
2313
SC&H Financial Advisors
Maryland
– -$201K -1,650 Closed
YIA
2314
YHB Investment Advisors
Connecticut
– -$200K -1,643 Closed
RWM
2315
Ruedi Wealth Management
Illinois
– -$147K -1,207 Closed
AF
2316
Atala Financial
California
– -$147K -1,202 Closed
RMP
2317
Richards, Merrill & Peterson
Washington
– -$139K -1,136 Closed
QL
2318
Quarry LP
New York
– -$137K -1,121 Closed
PIS
2319
POM Investment Strategies
North Carolina
– -$126K -1,037 Closed
AIM
2320
Acropolis Investment Management
Missouri
– -$114K -932 Closed
ZRP
2321
Zynergy Retirement Planning
New Jersey
– -$93.9K -872 Closed
GCM
2322
GKV Capital Management
California
– -$97.6K -800 Closed
WAG
2323
Wiser Advisor Group
Arizona
– -$91.8K -753 Closed
SFG
2324
Stonebridge Financial Group
Pennsylvania
– -$73.1K -599 Closed
TCPG
2325
Trivant Custom Portfolio Group
California
– -$61K -500 Closed
91 92
93
94 95