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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
FFA
376
Founders Financial Alliance
North Carolina
$6.58M
BIAS
377
Beacon Investment Advisory Services
New Jersey
$6.58M
IIM
378
INTECH Investment Management
Florida
$6.54M
ASN
379
Advisory Services Network
Georgia
$6.52M
DIA
380
Dean Investment Associates
Ohio
$6.52M
KFP
381
KMG Fiduciary Partners
Ohio
$6.46M
TPSF
382
Texas Permanent School Fund
Texas
$6.44M
GFM
383
GF Fund Management
China
$6.42M
CCM
384
Coldstream Capital Management
Washington
$6.41M
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$6.4M
SSWM
386
Smith Salley Wealth Management
North Carolina
$6.4M
BPA
387
Beacon Pointe Advisors
California
$6.35M
GWM
388
Geneos Wealth Management
Colorado
$6.35M
MSU
389
Mizuho Securities USA
New York
$6.34M
CCP
390
Clough Capital Partners
Massachusetts
$6.3M
UM
391
UniSuper Management
Australia
$6.27M
HEIP
392
Hudson Edge Investment Partners
New Jersey
$6.26M
RDWM
393
Red Door Wealth Management
Tennessee
$6.21M
MCC
394
Money Concepts Capital
Florida
$6.18M
SCM
395
Sterling Capital Management
North Carolina
$6.15M
MDCM
396
Morgan Dempsey Capital Management
Wisconsin
$6.14M
FTC
397
Farmers Trust Company
Ohio
$6.13M
CA
398
Clearstead Advisors
Ohio
$6.1M
TPCW
399
TD Private Client Wealth
New York
$6.07M
PMG
400
ProVise Management Group
Florida
$6.07M