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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 %
PPWM
2326
PFG Private Wealth Management
Florida
– -$59.3K -486 Closed
EFMH
2327
E Fund Management (HK)
Hong Kong
– -$52K -424 Closed
BFPW
2328
BOK Financial Private Wealth
Colorado
– -$45.9K -376 Closed
FWA
2329
FSC Wealth Advisors
New York
– -$39.5K -324 Closed
GFPC
2330
Global Financial Private Client
Florida
– -$37.4K -307 Closed
SCB
2331
Saudi Central Bank
Saudi Arabia
– -$37.1K -304 Closed
CWM
2332
Compass Wealth Management
Connecticut
– -$35.4K -290 Closed
MFS
2333
Mattson Financial Services
Michigan
– -$29.8K -244 Closed
WF
2334
Wayfinding Financial
Washington
– -$27K -227 Closed
IA
2335
IFS Advisors
Kansas
– -$24.4K -200 Closed
PC
2336
Promus Capital
Illinois
– -$14.3K -117 Closed
EA
2337
Evolution Advisers
Virginia
– -$8K -71 Closed
HHGA
2338
Halbert Hargrove Global Advisors
California
– -$8.17K -67 Closed
BWM
2339
Bernard Wealth Management
Michigan
– -$4.51K -37 Closed
SIM
2340
Synergy Investment Management
Florida
– -$4.15K -34 Closed
UIC
2341
Uniplan Investment Counsel
Wisconsin
– -$3.97K -32 Closed
CB
2342
Community Bank
New York
– -$3.29K -27 Closed
GWM
2343
Guardian Wealth Management
Illinois
– -$2.59K -21 Closed
RJA
2344
Ross\Johnson & Associates
Minnesota
– -$1.83K -15 Closed
BCM
2345
Blume Capital Management
California
– -$854 -7 Closed
CIAM
2346
Caitong International Asset Management
Hong Kong
– -$854 -7 Closed
RI
2347
Ridgewood Investments
New Jersey
– -$610 -5 Closed
LB
2348
Legacy Bridge
Iowa
– -$174 -1 Closed
MAM
2349
Meeder Asset Management
Ohio
– -$122 -1 Closed
BLC
2350
Brown, Lisle/Cummings
Rhode Island
– -$122 -1 Closed
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