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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 %
AWM
451
Apollon Wealth Management
South Carolina
$5.02M -$38.5K -326 -0.8%
HVIA
452
Hudson Valley Investment Advisors
New York
$5M +$2.67M +22,652 +115%
Axa
453
Axa
France
$4.98M +$4.18M +35,458 +523%
Vontobel Holding
454
Vontobel Holding
Switzerland
$4.93M -$88.3K -748 -2%
RCYC
455
Richard C. Young & Co
Rhode Island
$4.93M +$86.8K +736 +2%
LFAS
456
Level Four Advisory Services
Texas
$4.91M +$502K +4,258 +11%
BFG
457
Beacon Financial Group
Texas
$4.9M -$279K -2,368 -5%
SIG
458
Sky Investment Group
Connecticut
$4.88M -$21.8K -185 -0.4%
SP
459
Stablepoint Partners
Massachusetts
$4.87M +$94.6K +802 +2%
MCM
460
MAI Capital Management
Ohio
$4.86M +$473K +4,012 +11%
SPC
461
Sigma Planning Corp
Michigan
$4.86M -$360K -3,055 -7%
LIM
462
Leavell Investment Management
Alabama
$4.85M +$57.6K +488 +1%
LSERS
463
Louisiana State Employees Retirement System
Louisiana
$4.84M -$82.6K -700 -2%
NPT
464
Nixon Peabody Trust
Massachusetts
$4.83M +$7.67K +65 +0.2%
SAM
465
Strategy Asset Managers
California
$4.83M +$569K +4,826 +13%
DWP
466
Daymark Wealth Partners
Ohio
$4.81M +$310K +2,623 +7%
HIC
467
Holderness Investments Company
North Carolina
$4.81M -$48.4K -410 -1%
PGFC
468
Peapack-Gladstone Financial Corp
New Jersey
$4.79M +$17.3K +147 +0.4%
SAM
469
Securian Asset Management
Minnesota
$4.78M -$59.9K -508 -1%
OL
470
one8zero8 LLC
North Carolina
$4.73M -$883K -7,485 -16%
OAM
471
Occidental Asset Management
California
$4.71M +$34.3K +291 +0.7%
GIBU
472
Gulf International Bank (UK)
United Kingdom
$4.68M -$494K -4,187 -10%
BFA
473
Bragg Financial Advisors
North Carolina
$4.64M +$198K +1,682 +4%
VWMG
474
Virginia Wealth Management Group
Virginia
$4.62M +$7.55K +64 +0.2%
PA
475
Profund Advisors
Maryland
$4.61M +$1M +8,510 +28%