DUK icon

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 %
SFG
501
SevenBridge Financial Group
Pennsylvania
$4.3M +$659K +5,294 +18%
VIM
502
Vinva Investment Management
Australia
$4.29M +$1.6M +13,666 +59%
LOAMU
503
Lombard Odier Asset Management (USA)
New York
$4.28M +$4.28M +36,246 New
NMERB
504
New Mexico Educational Retirement Board
New Mexico
$4.26M
BTI
505
Blue Trust Inc
Georgia
$4.24M +$140K +1,185 +3%
AWS
506
Atria Wealth Solutions
New York
$4.24M -$6.62M -56,125 -61%
TCM
507
Twin Capital Management
Pennsylvania
$4.21M +$51.1K +433 +1%
SCM
508
Shelton Capital Management
Colorado
$4.21M -$21.4K -181 -0.5%
MCB
509
Morton Community Bank
Illinois
$4.15M +$112K +950 +3%
FWP
510
FAS Wealth Partners
Kansas
$4.13M +$194K +1,641 +5%
PFS
511
Physicians Financial Services
North Carolina
$4.13M +$544K +4,611 +15%
MIM
512
Marco Investment Management
Georgia
$4.11M +$38.1K +323 +0.9%
CA
513
Cornerstone Advisors
North Carolina
$4.11M +$496K +4,200 +14%
CPCPP
514
Canada Post Corporation Pension Plan
Canada
$4.09M +$4.09M +34,665 New
TCOT
515
Trust Company of Toledo
Ohio
$4.08M -$42.7K -362 -1%
SSWG
516
Seven Springs Wealth Group
Tennessee
$4.07M +$272K +2,302 +7%
AWA
517
Arkadios Wealth Advisors
Georgia
$4.06M +$334K +2,832 +9%
NB
518
Norinchukin Bank
Japan
$4.05M +$22.9K +194 +0.6%
RIL
519
Rothschild Investment LLC
Illinois
$4.04M +$68.2K +578 +2%
SAMC
520
Spectrum Asset Management (California)
California
$4.03M -$6.73K -57 -0.2%
PT
521
Plimoth Trust
Massachusetts
$3.99M +$88.1K +747 +2%
SWP
522
Sagespring Wealth Partners
Tennessee
$3.96M +$357K +3,023 +10%
TA
523
Townsend & Associates
Colorado
$3.93M -$684K -5,705 -15%
FNB
524
Farmers National Bank
Kentucky
$3.93M +$37.6K +319 +1%
BG
525
Bahl & Gaynor
Ohio
$3.92M -$121K -1,024 -3%