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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
HAI
276
Hennessy Advisors Inc
California
$13.5M
IGAM
277
iA Global Asset Management
Quebec, Canada
$13.3M
SMDAM
278
Sumitomo Mitsui DS Asset Management
Japan
$13.3M
AAS
279
Avantax Advisory Services
Texas
$13.1M
NYLIM
280
New York Life Investment Management
New York
$12.5M
UAS
281
United Asset Strategies
New York
$12.5M
Pathstone Holdings
282
Pathstone Holdings
New Jersey
$12.4M
BL
283
BCWM LLC
Kansas
$12.4M
OHIS
284
Oak Harvest Investment Services
Texas
$12.2M
ERSOT
285
Employees Retirement System of Texas
Texas
$12.1M
FNBT
286
FineMark National Bank & Trust
Florida
$12.1M
Mirae Asset Global Investments
287
Mirae Asset Global Investments
South Korea
$11.9M
Public Employees Retirement Association of Colorado
288
Public Employees Retirement Association of Colorado
Colorado
$11.9M
BWL
289
Bogart Wealth LLC
Virginia
$11.9M
FCBT
290
First Citizens Bank & Trust
North Carolina
$11.8M
CIBC World Market
291
CIBC World Market
Ontario, Canada
$11.6M
CIA
292
CCM Investment Advisers
South Carolina
$11.6M
CWM
293
CIBC World Markets
New York
$11.5M
SC
294
Savant Capital
Illinois
$11.4M
LBC
295
Lowe Brockenbrough & Co
Virginia
$11.3M
VRS
296
Virginia Retirement Systems
Virginia
$11.1M
Loomis, Sayles & Company
297
Loomis, Sayles & Company
Massachusetts
$11.1M
William Blair & Company
298
William Blair & Company
Illinois
$11M
JCM
299
Janney Capital Management
Pennsylvania
$11M
BIA
300
Biondo Investment Advisors
Pennsylvania
$10.9M