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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
CTC
426
Central Trust Company
Missouri
$5.67M
PAIM
427
Punch & Associates Investment Management
Minnesota
$5.6M
PTC
428
Philadelphia Trust Company
Pennsylvania
$5.58M
SC
429
SouthState Corp
Florida
$5.58M
CPIG
430
Chicago Partners Investment Group
Illinois
$5.58M
SWP
431
Stratos Wealth Partners
Ohio
$5.57M
WCM
432
Whitener Capital Management
North Carolina
$5.55M
HIMCH
433
Hartford Investment Management Co (HIMCO)
Connecticut
$5.53M
AIMCA
434
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.45M
SFA
435
Semmax Financial Advisors
North Carolina
$5.45M
JHCP
436
Jackson Hole Capital Partners
Oklahoma
$5.43M
Lido Advisors
437
Lido Advisors
California
$5.41M
BRM
438
Boston Research & Management
Massachusetts
$5.39M
PCA
439
Providence Capital Advisors
North Carolina
$5.38M
JIC
440
Johnson Investment Counsel
Ohio
$5.35M
WA
441
Wasatch Advisors
Utah
$5.34M
PS
442
Principal Securities
Iowa
$5.29M
AIM
443
Ausbil Investment Management
Australia
$5.21M
HCMT
444
Highland Capital Management (Tennessee)
Tennessee
$5.21M
BNP Paribas Asset Management
445
BNP Paribas Asset Management
France
$5.15M
AAM
446
Advisors Asset Management
Colorado
$5.15M
Balyasny Asset Management
447
Balyasny Asset Management
Illinois
$5.12M
GRP
448
Global Retirement Partners
California
$5.09M
CL
449
Choreo LLC
Illinois
$5.08M
ACM
450
AlphaStar Capital Management
North Carolina
$5.08M