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