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Duke Energy

2,260 hedge funds and large institutions have $62.7B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 1,028 increasing their positions, 744 reducing their positions, and 119 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:

0% more funds holding

Funds holding: 2,2502,260 (+10)

2% less capital invested

Capital invested by funds: $64.2B → $62.7B (-$1.52B)

20% less funds holding in top 10

Funds holding in top 10: 3024 (-6)

Holders
2,260
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

Top Buyers

1 +$434M
2 +$155M
3 +$136M
4
State Street
State Street
Massachusetts
+$135M
5
Morgan Stanley
Morgan Stanley
New York
+$89.3M

Top Sellers

1 -$140M
2 -$116M
3 -$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
Change in
Stake
SCA
276
Stonebridge Capital Advisors
Minnesota
$13.5M
HAI
277
Hennessy Advisors Inc
California
$13.5M
IGAM
278
iA Global Asset Management
Quebec, Canada
$13.3M
SMDAM
279
Sumitomo Mitsui DS Asset Management
Japan
$13.3M
AAS
280
Avantax Advisory Services
Texas
$13.1M
NYLIM
281
New York Life Investment Management
New York
$12.5M
UAS
282
United Asset Strategies
New York
$12.5M
Pathstone Holdings
283
Pathstone Holdings
New Jersey
$12.4M
BL
284
BCWM LLC
Kansas
$12.4M
OHIS
285
Oak Harvest Investment Services
Texas
$12.2M
ERSOT
286
Employees Retirement System of Texas
Texas
$12.1M
FNBT
287
FineMark National Bank & Trust
Florida
$12.1M
Mirae Asset Global Investments
288
Mirae Asset Global Investments
South Korea
$11.9M
Public Employees Retirement Association of Colorado
289
Public Employees Retirement Association of Colorado
Colorado
$11.9M
BWL
290
Bogart Wealth LLC
Virginia
$11.9M
FCBT
291
First Citizens Bank & Trust
North Carolina
$11.8M
CIBC World Market
292
CIBC World Market
Ontario, Canada
$11.6M
CIA
293
CCM Investment Advisers
South Carolina
$11.6M
CWM
294
CIBC World Markets
New York
$11.5M
SC
295
Savant Capital
Illinois
$11.4M
LBC
296
Lowe Brockenbrough & Co
Virginia
$11.3M
VRS
297
Virginia Retirement Systems
Virginia
$11.1M
Loomis, Sayles & Company
298
Loomis, Sayles & Company
Massachusetts
$11.1M
William Blair & Company
299
William Blair & Company
Illinois
$11M
JCM
300
Janney Capital Management
Pennsylvania
$11M