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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
SFA
501
Sequoia Financial Advisors
Ohio
$4.38M
CAG
502
Csenge Advisory Group
Florida
$4.38M
VT
503
Vise Technologies
New York
$4.37M
EMPI
504
Elo Mutual Pension Insurance
Finland
$4.35M
PAM
505
Pegasus Asset Management
New York
$4.33M
SFG
506
SevenBridge Financial Group
Pennsylvania
$4.3M
VIM
507
Vinva Investment Management
Australia
$4.29M
LOAMU
508
Lombard Odier Asset Management (USA)
New York
$4.28M
NMERB
509
New Mexico Educational Retirement Board
New Mexico
$4.25M
BTI
510
Blue Trust Inc
Georgia
$4.24M
AWS
511
Atria Wealth Solutions
New York
$4.24M
TCM
512
Twin Capital Management
Pennsylvania
$4.21M
SCM
513
Shelton Capital Management
Colorado
$4.21M
MCB
514
Morton Community Bank
Illinois
$4.15M
FWP
515
FAS Wealth Partners
Kansas
$4.13M
PFS
516
Physicians Financial Services
North Carolina
$4.13M
MIM
517
Marco Investment Management
Georgia
$4.11M
CA
518
Cornerstone Advisors
North Carolina
$4.11M
CPCPP
519
Canada Post Corporation Pension Plan
Canada
$4.09M
TCOT
520
Trust Company of Toledo
Ohio
$4.08M
SSWG
521
Seven Springs Wealth Group
Tennessee
$4.07M
AWA
522
Arkadios Wealth Advisors
Georgia
$4.06M
NB
523
Norinchukin Bank
Japan
$4.05M
RIL
524
Rothschild Investment LLC
Illinois
$4.04M
SAMC
525
Spectrum Asset Management (California)
California
$4.03M