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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
OAM
476
Occidental Asset Management
California
$4.71M
GIBU
477
Gulf International Bank (UK)
United Kingdom
$4.68M
BFA
478
Bragg Financial Advisors
North Carolina
$4.64M
VWMG
479
Virginia Wealth Management Group
Virginia
$4.62M
PA
480
Profund Advisors
Maryland
$4.61M
SW
481
SteelPeak Wealth
California
$4.6M
PWP
482
Principle Wealth Partners
Connecticut
$4.6M
RFC
483
Regions Financial Corp
Alabama
$4.59M
CFC
484
Cincinnati Financial Corp
Ohio
$4.58M
AMIM
485
Aull & Monroe Investment Management
Alabama
$4.57M
TSW
486
Thompson Siegel & Walmsley
Virginia
$4.57M
GWMIA
487
Global Wealth Management Investment Advisory
Florida
$4.55M
N
488
Natixis
France
$4.55M
TMAM
489
Tokio Marine Asset Management
Japan
$4.52M
AUB
490
Atlantic Union Bankshares
Virginia
$4.51M
FBT
491
First Bank & Trust
South Dakota
$4.51M
EAM
492
Eventide Asset Management
Massachusetts
$4.5M
MA
493
MONECO Advisors
Connecticut
$4.49M
MSRPS
494
Maryland State Retirement & Pension System
Maryland
$4.46M
Walleye Capital
495
Walleye Capital
New York
$4.46M
IA
496
IFG Advisory
Georgia
$4.44M
CGH
497
Crossmark Global Holdings
Texas
$4.44M
AHIA
498
Andrew Hill Investment Advisors
Florida
$4.43M
CC
499
Constitution Capital
Connecticut
$4.39M
Nisa Investment Advisors
500
Nisa Investment Advisors
Missouri
$4.38M