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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
TPCW
401
TD Private Client Wealth
New York
$6.07M
PMG
402
ProVise Management Group
Florida
$6.07M
HI
403
Horizon Investments
North Carolina
$6.05M
PP
404
Prudential plc
United Kingdom
$6.04M
CIA
405
Concurrent Investment Advisors
Florida
$6.03M
CIA
406
Covington Investment Advisors
Pennsylvania
$6.01M
UCFA
407
United Capital Financial Advisors
Texas
$6M
MFG
408
Merit Financial Group
Georgia
$5.99M
PI
409
PineBridge Investments
New York
$5.98M
Kovitz Investment Group Partners
410
Kovitz Investment Group Partners
Illinois
$5.97M
Capital Fund Management (CFM)
411
Capital Fund Management (CFM)
France
$5.95M
KWM
412
Kingsview Wealth Management
Oregon
$5.93M
MIG
413
Mariner Investment Group
New York
$5.9M
FLI
414
Family Legacy Inc
South Carolina
$5.88M
EA
415
Ellsworth Advisors
Ohio
$5.86M
RRAM
416
River Road Asset Management
Kentucky
$5.86M
PFP
417
Pinnacle Financial Partners
Tennessee
$5.84M
KRS
418
Kentucky Retirement Systems
Kentucky
$5.84M
JPWM
419
Jamison Private Wealth Management
Georgia
$5.82M
MC
420
Moors & Cabot
Massachusetts
$5.8M
RWP
421
RWA Wealth Partners
Massachusetts
$5.79M
OIA
422
OneDigital Investment Advisors
Kansas
$5.79M
QWM
423
Quadcap Wealth Management
Texas
$5.76M
BEI
424
Benjamin Edwards Inc
Missouri
$5.76M
EFIC
425
Eliot Finkel Investment Counsel
California
$5.72M