DUK icon

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
PFA
376
Pathway Financial Advisers
Indiana
$6.71M
ATC
377
Argent Trust Co
Tennessee
$6.59M
FFA
378
Founders Financial Alliance
North Carolina
$6.58M
BIAS
379
Beacon Investment Advisory Services
New Jersey
$6.58M
IIM
380
INTECH Investment Management
Florida
$6.54M
ASN
381
Advisory Services Network
Georgia
$6.52M
DIA
382
Dean Investment Associates
Ohio
$6.52M
KFP
383
KMG Fiduciary Partners
Ohio
$6.46M
TPSF
384
Texas Permanent School Fund
Texas
$6.44M
GFM
385
GF Fund Management
China
$6.42M
CCM
386
Coldstream Capital Management
Washington
$6.41M
CIBC Private Wealth Group
387
CIBC Private Wealth Group
Georgia
$6.4M
SSWM
388
Smith Salley Wealth Management
North Carolina
$6.4M
BPA
389
Beacon Pointe Advisors
California
$6.35M
GWM
390
Geneos Wealth Management
Colorado
$6.35M
MSU
391
Mizuho Securities USA
New York
$6.34M
CCP
392
Clough Capital Partners
Massachusetts
$6.3M
UM
393
UniSuper Management
Australia
$6.27M
HEIP
394
Hudson Edge Investment Partners
New Jersey
$6.26M
RDWM
395
Red Door Wealth Management
Tennessee
$6.21M
MCC
396
Money Concepts Capital
Florida
$6.18M
SCM
397
Sterling Capital Management
North Carolina
$6.15M
MDCM
398
Morgan Dempsey Capital Management
Wisconsin
$6.14M
FTC
399
Farmers Trust Company
Ohio
$6.13M
CA
400
Clearstead Advisors
Ohio
$6.1M