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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
PAS
351
Park Avenue Securities
New York
$7.86M
CCC
352
Cincinnati Casualty Company
Ohio
$7.82M
WTB
353
Washington Trust Bank
Washington
$7.64M
RIP
354
Reliant Investment Partners
North Carolina
$7.61M
ZBNA
355
Zions Bancorporation, National Association
Utah
$7.6M
Holocene Advisors
356
Holocene Advisors
New York
$7.58M
FPB
357
First PREMIER Bank
South Dakota
$7.5M
PP
358
Patten & Patten
Tennessee
$7.42M
CIA
359
Capital Investment Advisors
Georgia
$7.33M
WF
360
Welch & Forbes
Massachusetts
$7.32M
CSP
361
Cary Street Partners
Virginia
$7.32M
AI
362
Atria Investments
North Carolina
$7.32M
VWA
363
Visionary Wealth Advisors
Illinois
$7.3M
BA
364
BCM Advisors
Louisiana
$7.21M
Janus Henderson Group
365
Janus Henderson Group
United Kingdom
$7.19M
SCM
366
Sone Capital Management
New York
$7.16M
KBC Group
367
KBC Group
Belgium
$7.16M
TRSOTSOK
368
Teachers Retirement System of the State of Kentucky
Kentucky
$7.16M
PSP
369
Principal Street Partners
Tennessee
$7.05M
PFS
370
Prospera Financial Services
Texas
$7.03M
Allianz Asset Management
371
Allianz Asset Management
Germany
$6.95M
ECM
372
Estabrook Capital Management
New York
$6.94M
Brown Advisory
373
Brown Advisory
Maryland
$6.93M
GI
374
GLOBALT Investments
Georgia
$6.87M
CT
375
Colonial Trust
South Carolina
$6.77M