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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
BFA
426
Benedict Financial Advisors
Georgia
$5.71M
SBWIC
427
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.71M
CTC
428
Central Trust Company
Missouri
$5.67M
PAIM
429
Punch & Associates Investment Management
Minnesota
$5.6M
PTC
430
Philadelphia Trust Company
Pennsylvania
$5.58M
SC
431
SouthState Corp
Florida
$5.58M
CPIG
432
Chicago Partners Investment Group
Illinois
$5.58M
SWP
433
Stratos Wealth Partners
Ohio
$5.57M
WCM
434
Whitener Capital Management
North Carolina
$5.55M
HIMCH
435
Hartford Investment Management Co (HIMCO)
Connecticut
$5.53M
AIMCA
436
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.45M
SFA
437
Semmax Financial Advisors
North Carolina
$5.45M
JHCP
438
Jackson Hole Capital Partners
Oklahoma
$5.43M
Lido Advisors
439
Lido Advisors
California
$5.41M
BRM
440
Boston Research & Management
Massachusetts
$5.39M
PCA
441
Providence Capital Advisors
North Carolina
$5.38M
JIC
442
Johnson Investment Counsel
Ohio
$5.35M
WA
443
Wasatch Advisors
Utah
$5.34M
PS
444
Principal Securities
Iowa
$5.29M
AIM
445
Ausbil Investment Management
Australia
$5.21M
HCMT
446
Highland Capital Management (Tennessee)
Tennessee
$5.21M
BNP Paribas Asset Management
447
BNP Paribas Asset Management
France
$5.15M
AAM
448
Advisors Asset Management
Colorado
$5.15M
Balyasny Asset Management
449
Balyasny Asset Management
Illinois
$5.12M
GRP
450
Global Retirement Partners
California
$5.09M