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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
BIA
301
Biondo Investment Advisors
Pennsylvania
$10.9M
CIS
302
Connors Investor Services
Pennsylvania
$10.9M
LW
303
Linscomb Wealth
Texas
$10.6M
MOACM
304
Mutual of America Capital Management
New York
$10.5M
JWCA
305
J.W. Cole Advisors
Florida
$10.4M
WA
306
Waverly Advisors
Alabama
$10.4M
SOADOR
307
State of Alaska Department of Revenue
Alaska
$10.3M
WB
308
WesBanco Bank
West Virginia
$10.2M
AssetMark Inc
309
AssetMark Inc
California
$9.93M
WP
310
Woodline Partners
California
$9.92M
TF
311
Tompkins Financial
New York
$9.89M
Rafferty Asset Management
312
Rafferty Asset Management
New York
$9.86M
GFG
313
Greystone Financial Group
Michigan
$9.82M
IIM
314
Intact Investment Management
Quebec, Canada
$9.76M
AIM
315
Anchor Investment Management
South Carolina
$9.71M
AFWM
316
AMJ Financial Wealth Management
Virginia
$9.62M
SC
317
SummitTX Capital
Texas
$9.62M
NAAA
318
New Age Alpha Advisors
New York
$9.47M
RC
319
Resolution Capital
Australia
$9.4M
CIAS
320
Capital Investment Advisory Services
North Carolina
$9.34M
EP
321
Edgestream Partners
New Jersey
$9.29M
BB
322
Bell Bank
North Dakota
$9.28M
RBC
323
Romano Brothers & Co
Illinois
$9.2M
AIMC
324
Alley Investment Management Company
Illinois
$9.19M
BPAMU
325
BTG Pactual Asset Management US
New York
$9.15M