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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 %
SC
426
SouthState Corp
Florida
$5.58M -$118K -1,000 -2%
CPIG
427
Chicago Partners Investment Group
Illinois
$5.58M +$91.2K +763 +2%
SWP
428
Stratos Wealth Partners
Ohio
$5.57M +$398K +3,373 +8%
WCM
429
Whitener Capital Management
North Carolina
$5.55M +$146K +1,237 +3%
HIMCH
430
Hartford Investment Management Co (HIMCO)
Connecticut
$5.53M -$54.8K -464 -1%
AIMCA
431
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.45M +$70.8K +600 +1%
SFA
432
Semmax Financial Advisors
North Carolina
$5.45M +$139K +1,113 +3%
JHCP
433
Jackson Hole Capital Partners
Oklahoma
$5.43M +$181K +1,535 +3%
Lido Advisors
434
Lido Advisors
California
$5.41M +$934K +7,918 +21%
BRM
435
Boston Research & Management
Massachusetts
$5.39M +$133K +1,128 +3%
PCA
436
Providence Capital Advisors
North Carolina
$5.38M +$801K +6,786 +17%
JIC
437
Johnson Investment Counsel
Ohio
$5.35M -$814K -6,901 -13%
WA
438
Wasatch Advisors
Utah
$5.34M
PS
439
Principal Securities
Iowa
$5.29M +$555K +4,707 +12%
AIM
440
Ausbil Investment Management
Australia
$5.21M +$5.21M +44,190 New
HCMT
441
Highland Capital Management (Tennessee)
Tennessee
$5.21M -$3.54K -30 -0.1%
BNP Paribas Asset Management
442
BNP Paribas Asset Management
France
$5.15M -$11.6M -98,529 -69%
AAM
443
Advisors Asset Management
Colorado
$5.15M +$78.7K +667 +2%
Balyasny Asset Management
444
Balyasny Asset Management
Illinois
$5.12M +$4.16M +35,288 +436%
GRP
445
Global Retirement Partners
California
$5.09M +$5.09M +43,148 New
CL
446
Choreo LLC
Illinois
$5.08M +$69.9K +592 +1%
ACM
447
AlphaStar Capital Management
North Carolina
$5.08M +$27.6K +234 +0.5%
CPL
448
Capital & Planning LLC
Georgia
$5.08M +$371K +3,144 +8%
TCM
449
Tufton Capital Management
Maryland
$5.06M -$224K -1,896 -4%
SPG
450
Strategic Planning Group
Utah
$5.05M +$226K +1,915 +5%