DUK icon

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
CIS
301
Connors Investor Services
Pennsylvania
$10.9M
LW
302
Linscomb Wealth
Texas
$10.6M
MOACM
303
Mutual of America Capital Management
New York
$10.5M
JWCA
304
J.W. Cole Advisors
Florida
$10.4M
WA
305
Waverly Advisors
Alabama
$10.4M
SOADOR
306
State of Alaska Department of Revenue
Alaska
$10.3M
WB
307
WesBanco Bank
West Virginia
$10.2M
AssetMark Inc
308
AssetMark Inc
California
$9.93M
WP
309
Woodline Partners
California
$9.92M
TF
310
Tompkins Financial
New York
$9.89M
Rafferty Asset Management
311
Rafferty Asset Management
New York
$9.86M
GFG
312
Greystone Financial Group
Michigan
$9.82M
IIM
313
Intact Investment Management
Quebec, Canada
$9.76M
AIM
314
Anchor Investment Management
South Carolina
$9.71M
AFWM
315
AMJ Financial Wealth Management
Virginia
$9.62M
SC
316
SummitTX Capital
Texas
$9.62M
NAAA
317
New Age Alpha Advisors
New York
$9.47M
RC
318
Resolution Capital
Australia
$9.4M
CIAS
319
Capital Investment Advisory Services
North Carolina
$9.34M
EP
320
Edgestream Partners
New Jersey
$9.29M
BB
321
Bell Bank
North Dakota
$9.28M
RBC
322
Romano Brothers & Co
Illinois
$9.2M
AIMC
323
Alley Investment Management Company
Illinois
$9.19M
BPAMU
324
BTG Pactual Asset Management US
New York
$9.15M
PAG
325
Private Advisor Group
New Jersey
$9.07M