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