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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
CPL
451
Capital & Planning LLC
Georgia
$5.08M
TCM
452
Tufton Capital Management
Maryland
$5.06M
SPG
453
Strategic Planning Group
Utah
$5.05M
AWM
454
Apollon Wealth Management
South Carolina
$5.02M
HVIA
455
Hudson Valley Investment Advisors
New York
$5M
Axa
456
Axa
France
$4.98M
Vontobel Holding
457
Vontobel Holding
Switzerland
$4.93M
RCYC
458
Richard C. Young & Co
Rhode Island
$4.93M
LFAS
459
Level Four Advisory Services
Texas
$4.91M
BFG
460
Beacon Financial Group
Texas
$4.9M
SIG
461
Sky Investment Group
Connecticut
$4.88M
SP
462
Stablepoint Partners
Massachusetts
$4.87M
MCM
463
MAI Capital Management
Ohio
$4.86M
SPC
464
Sigma Planning Corp
Michigan
$4.86M
LIM
465
Leavell Investment Management
Alabama
$4.85M
LSERS
466
Louisiana State Employees Retirement System
Louisiana
$4.84M
NPT
467
Nixon Peabody Trust
Massachusetts
$4.83M
SAM
468
Strategy Asset Managers
California
$4.83M
DWP
469
Daymark Wealth Partners
Ohio
$4.81M
HIC
470
Holderness Investments Company
North Carolina
$4.81M
PGFC
471
Peapack-Gladstone Financial Corp
New Jersey
$4.79M
SAM
472
Securian Asset Management
Minnesota
$4.78M
OL
473
one8zero8 LLC
North Carolina
$4.73M
OAM
474
Occidental Asset Management
California
$4.71M
GIBU
475
Gulf International Bank (UK)
United Kingdom
$4.68M