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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 115 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
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
153
Increased
1,018
Reduced
734
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 %
Vanguard Group
1
Vanguard Group
Pennsylvania
$8.93B +$136M +1,154,783 +2%
BlackRock
2
BlackRock
New York
$7.88B +$434M +3,674,211 +6%
State Street
3
State Street
Massachusetts
$4.92B +$135M +1,145,612 +3%
Geode Capital Management
4
Geode Capital Management
Massachusetts
$2.21B +$37.6M +319,001 +2%
Massachusetts Financial Services
5
Massachusetts Financial Services
Massachusetts
$2.03B -$110M -932,815 -5%
Fidelity Investments
6
Fidelity Investments
Massachusetts
$1.58B -$95M -805,440 -6%
Wellington Management Group
7
Wellington Management Group
Massachusetts
$1.56B -$116M -984,728 -7%
Morgan Stanley
8
Morgan Stanley
New York
$1.45B +$89.3M +756,472 +7%
GQG Partners
9
GQG Partners
Florida
$1.28B +$71.6M +606,936 +6%
Charles Schwab
10
Charles Schwab
California
$1.03B +$4.12M +34,906 +0.4%
Royal Bank of Canada
11
Royal Bank of Canada
Ontario, Canada
$986M -$67M -567,494 -6%
Bank of America
12
Bank of America
North Carolina
$960M -$67.1M -568,276 -7%
Northern Trust
13
Northern Trust
Illinois
$912M -$50.3M -426,618 -5%
Franklin Resources
14
Franklin Resources
California
$825M -$32.3M -274,018 -4%
Legal & General Group
15
Legal & General Group
United Kingdom
$748M +$25.6M +216,541 +4%
Raymond James Financial
16
Raymond James Financial
Florida
$629M +$55.4M +469,326 +10%
NL
17
Nuveen LLC
North Carolina
$629M -$50.9M -430,941 -7%
Capital Research Global Investors
18
Capital Research Global Investors
California
$592M +$11.5M +97,601 +2%
UBS AM
19
UBS AM
Illinois
$583M +$155M +1,309,685 +36%
Goldman Sachs
20
Goldman Sachs
New York
$576M +$61.2M +518,289 +12%
Bank of New York Mellon
21
Bank of New York Mellon
New York
$573M -$26.2M -221,806 -4%
Invesco
22
Invesco
Georgia
$550M +$25.9M +219,433 +5%
Wells Fargo
23
Wells Fargo
California
$424M +$2.43M +20,597 +0.6%
State Farm Mutual Automobile Insurance
24
State Farm Mutual Automobile Insurance
Illinois
$421M – – –
JPMorgan Chase & Co
25
JPMorgan Chase & Co
New York
$411M +$33.5M +284,278 +9%
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