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Duke Energy

2,249 hedge funds and large institutions have $62.8B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,022 increasing their positions, 738 reducing their positions, and 118 closing their positions.

New
Increased
Maintained
Reduced
Closed

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

1% more funds holding

Funds holding: 2,2372,249 (+12)

2% less capital invested

Capital invested by funds: $64.2B → $62.8B (-$1.4B)

20% less funds holding in top 10

Funds holding in top 10: 3024 (-6)

Holders
2,249
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$691M
Puts
$450M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
P
226
&Partners
Tennessee
$19M
TIAA Trust, National Association
227
TIAA Trust, National Association
North Carolina
$18.8M
Verition Fund Management
228
Verition Fund Management
Connecticut
$18.6M
AB
229
Amalgamated Bank
New York
$18.1M
IMCOOI
230
Investment Management Corp of Ontario (IMCO)
Canada
$18M
GAM
231
Gotham Asset Management
New York
$17.9M
Assenagon Asset Management
232
Assenagon Asset Management
Luxembourg
$17.8M
CIC
233
Canal Insurance Company
South Carolina
$17.7M
ADEF
234
Adams Diversified Equity Fund
Maryland
$17.7M
WIC
235
Willis Investment Counsel
Georgia
$17.7M
NAM
236
Nissay Asset Management
Japan
$17M
UOC
237
UBS O'Connor
Illinois
$17M
SF
238
Synovus Financial
Georgia
$16.7M
AWAG
239
ARS Wealth Advisors Group
Florida
$16.6M
SCM
240
SIR Capital Management
New York
$16.4M
ProShare Advisors
241
ProShare Advisors
Maryland
$16.3M
OC
242
Oppenheimer & Co
New York
$16.3M
Envestnet Portfolio Solutions
243
Envestnet Portfolio Solutions
Illinois
$16.2M
CTA
244
Colonial Trust Advisors
South Carolina
$16M
CC
245
Cadinha & Co
Hawaii
$16M
SDIC
246
South Dakota Investment Council
South Dakota
$16M
IAA
247
Independent Advisor Alliance
North Carolina
$16M
CAMG
248
CWA Asset Management Group
Florida
$15.8M
VI
249
Vestcor Inc
New Brunswick, Canada
$15.8M
DILIC
250
Dai-ichi Life Insurance Company
Japan
$15.4M