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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
Fayez Sarofim & Co
251
Fayez Sarofim & Co
Texas
$15.4M
MT
252
Midwest Trust
Kansas
$15.2M
Susquehanna International Group
253
Susquehanna International Group
Pennsylvania
$15.1M
OGC
254
Oak Grove Capital
New Hampshire
$15.1M
URS
255
Utah Retirement Systems
Utah
$15M
BMO
256
Beck Mack & Oliver
New York
$14.9M
Mirae Asset Global ETFs Holdings
257
Mirae Asset Global ETFs Holdings
Hong Kong
$14.9M
Wealthfront Advisers
258
Wealthfront Advisers
California
$14.8M
BCM
259
Brookstone Capital Management
Illinois
$14.7M
X
260
Xponance
Pennsylvania
$14.7M
UIM
261
USS Investment Management
United Kingdom
$14.7M
Northwestern Mutual Wealth Management
262
Northwestern Mutual Wealth Management
Wisconsin
$14.6M
GP
263
Guardian Partners
Canada
$14.5M
BCIM
264
British Columbia Investment Management
British Columbia, Canada
$14.4M
KHCM
265
Kettle Hill Capital Management
New York
$14.4M
VPIM
266
Vanguard Personalized Indexing Management
California
$14.3M
RC
267
Randolph Company
Ohio
$14.2M
WorldQuant Millennium Advisors
268
WorldQuant Millennium Advisors
New York
$14.2M
CFIA
269
Cantor Fitzgerald Investment Advisors
New York
$14.1M
PFSRSONJ
270
Police & Firemen's Retirement System of New Jersey
New Jersey
$13.9M
SAM
271
Silvercrest Asset Management
New York
$13.9M
ACIM
272
Azimuth Capital Investment Management
Michigan
$13.9M
YCM
273
Yousif Capital Management
Michigan
$13.7M
Hudson Bay Capital Management
274
Hudson Bay Capital Management
Connecticut
$13.7M
SCA
275
Stonebridge Capital Advisors
Minnesota
$13.5M