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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
HI
401
Horizon Investments
North Carolina
$6.05M
PP
402
Prudential plc
United Kingdom
$6.04M
CIA
403
Concurrent Investment Advisors
Florida
$6.03M
CIA
404
Covington Investment Advisors
Pennsylvania
$6.01M
UCFA
405
United Capital Financial Advisors
Texas
$6M
MFG
406
Merit Financial Group
Georgia
$5.99M
PI
407
PineBridge Investments
New York
$5.98M
Kovitz Investment Group Partners
408
Kovitz Investment Group Partners
Illinois
$5.97M
Capital Fund Management (CFM)
409
Capital Fund Management (CFM)
France
$5.95M
KWM
410
Kingsview Wealth Management
Oregon
$5.93M
MIG
411
Mariner Investment Group
New York
$5.9M
FLI
412
Family Legacy Inc
South Carolina
$5.88M
EA
413
Ellsworth Advisors
Ohio
$5.86M
RRAM
414
River Road Asset Management
Kentucky
$5.86M
PFP
415
Pinnacle Financial Partners
Tennessee
$5.84M
KRS
416
Kentucky Retirement Systems
Kentucky
$5.84M
JPWM
417
Jamison Private Wealth Management
Georgia
$5.82M
MC
418
Moors & Cabot
Massachusetts
$5.8M
RWP
419
RWA Wealth Partners
Massachusetts
$5.79M
OIA
420
OneDigital Investment Advisors
Kansas
$5.79M
QWM
421
Quadcap Wealth Management
Texas
$5.76M
BEI
422
Benjamin Edwards Inc
Missouri
$5.76M
EFIC
423
Eliot Finkel Investment Counsel
California
$5.72M
BFA
424
Benedict Financial Advisors
Georgia
$5.71M
SBWIC
425
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.71M