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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
PAG
326
Private Advisor Group
New Jersey
$9.07M
Pacer Advisors
327
Pacer Advisors
Pennsylvania
$8.94M
Man Group
328
Man Group
United Kingdom
$8.85M
CM
329
Churchill Management
California
$8.82M
HWM
330
HB Wealth Management
Georgia
$8.79M
AM
331
AGF Management
Ontario, Canada
$8.78M
SCTC
332
Sanibel Captiva Trust Company
Florida
$8.73M
KPWS
333
Kestra Private Wealth Services
Texas
$8.7M
SLAM
334
Swiss Life Asset Management
$8.68M
TA
335
Tectonic Advisors
Texas
$8.6M
NEAM
336
New England Asset Management
Connecticut
$8.49M
AG
337
Advocate Group
Minnesota
$8.48M
CNB
338
Camden National Bank
Maine
$8.45M
NIM
339
NEOS Investment Management
Connecticut
$8.42M
CA
340
Commerzbank Aktiengesellschaft
Germany
$8.34M
MGP
341
Metis Global Partners
California
$8.27M
MHC
342
Meyer Handelman Company
New York
$8.23M
NC
343
NewSquare Capital
Pennsylvania
$8.07M
SA
344
Strategic Advisors
New York
$8.05M
JFG
345
Jefferies Financial Group
New York
$8.03M
WCM
346
Windward Capital Management
California
$7.99M
SWP
347
Strategic Wealth Partners
Ohio
$7.99M
GIM
348
Glenmede Investment Management
Pennsylvania
$7.99M
OPERF
349
Oregon Public Employees Retirement Fund
Oregon
$7.91M
FMII
350
Farmers & Merchants Investments Inc
Nebraska
$7.87M