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Duke Energy

2,235 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
Holders Change %
0%
% of All Funds
29.96%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
153
Increased
1,018
Reduced
734
Closed
114
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M
Name Holding Trade Value Shares
Change
Shares
Change %
CIA
401
Concurrent Investment Advisors
Florida
$6.03M +$679K +5,753 +13%
CIA
402
Covington Investment Advisors
Pennsylvania
$6.01M +$12.7K +108 +0.2%
UCFA
403
United Capital Financial Advisors
Texas
$6M +$684K +5,796 +13%
MFG
404
Merit Financial Group
Georgia
$5.99M +$957K +8,108 +19%
PI
405
PineBridge Investments
New York
$5.98M -$17.1M -144,926 -74%
Kovitz Investment Group Partners
406
Kovitz Investment Group Partners
Illinois
$5.97M +$3.2M +27,127 +116%
Capital Fund Management (CFM)
407
Capital Fund Management (CFM)
France
$5.95M -$7.73M -65,519 -56%
KWM
408
Kingsview Wealth Management
Oregon
$5.93M +$752K +6,375 +15%
MIG
409
Mariner Investment Group
New York
$5.9M +$5.9M +50,000 New
FLI
410
Family Legacy Inc
South Carolina
$5.88M +$26.4K +224 +0.5%
EA
411
Ellsworth Advisors
Ohio
$5.86M -$33.2K -281 -0.6%
RRAM
412
River Road Asset Management
Kentucky
$5.86M -$5.04M -41,447 -46%
KRS
413
Kentucky Retirement Systems
Kentucky
$5.84M -$382K -3,241 -6%
JPWM
414
Jamison Private Wealth Management
Georgia
$5.82M -$74.5K -631 -1%
MC
415
Moors & Cabot
Massachusetts
$5.8M -$253K -2,148 -4%
RWP
416
RWA Wealth Partners
Massachusetts
$5.79M -$6.14M -52,034 -51%
OIA
417
OneDigital Investment Advisors
Kansas
$5.79M -$19.2K -163 -0.3%
QWM
418
Quadcap Wealth Management
Texas
$5.76M +$226K +1,918 +4%
BEI
419
Benjamin Edwards Inc
Missouri
$5.76M +$372K +3,152 +7%
EFIC
420
Eliot Finkel Investment Counsel
California
$5.72M -$80.8K -685 -1%
BFA
421
Benedict Financial Advisors
Georgia
$5.71M +$16.3K +138 +0.3%
SBWIC
422
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.71M -$35K -297 -0.6%
CTC
423
Central Trust Company
Missouri
$5.67M -$77.8K -659 -1%
PAIM
424
Punch & Associates Investment Management
Minnesota
$5.6M +$5.6M +47,422 New
PTC
425
Philadelphia Trust Company
Pennsylvania
$5.58M +$48.7K +413 +0.9%