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Duke Energy

2,250 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, 739 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: 2,2372,250 (+13)

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
2,250
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
WTB
351
Washington Trust Bank
Washington
$7.64M
RIP
352
Reliant Investment Partners
North Carolina
$7.61M
ZBNA
353
Zions Bancorporation, National Association
Utah
$7.6M
Holocene Advisors
354
Holocene Advisors
New York
$7.58M
FPB
355
First PREMIER Bank
South Dakota
$7.5M
PP
356
Patten & Patten
Tennessee
$7.42M
CIA
357
Capital Investment Advisors
Georgia
$7.33M
WF
358
Welch & Forbes
Massachusetts
$7.32M
CSP
359
Cary Street Partners
Virginia
$7.32M
AI
360
Atria Investments
North Carolina
$7.32M
VWA
361
Visionary Wealth Advisors
Illinois
$7.3M
BA
362
BCM Advisors
Louisiana
$7.21M
Janus Henderson Group
363
Janus Henderson Group
United Kingdom
$7.19M
SCM
364
Sone Capital Management
New York
$7.16M
KBC Group
365
KBC Group
Belgium
$7.16M
TRSOTSOK
366
Teachers Retirement System of the State of Kentucky
Kentucky
$7.16M
PSP
367
Principal Street Partners
Tennessee
$7.05M
PFS
368
Prospera Financial Services
Texas
$7.03M
Allianz Asset Management
369
Allianz Asset Management
Germany
$6.95M
ECM
370
Estabrook Capital Management
New York
$6.94M
Brown Advisory
371
Brown Advisory
Maryland
$6.93M
GI
372
GLOBALT Investments
Georgia
$6.87M
CT
373
Colonial Trust
South Carolina
$6.77M
PFA
374
Pathway Financial Advisers
Indiana
$6.71M
ATC
375
Argent Trust Co
Tennessee
$6.59M