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Duke Energy

2,251 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 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:

1% more funds holding

Funds holding: 2,2392,251 (+12)

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
2,251
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
VT
501
Vise Technologies
New York
$4.37M
EMPI
502
Elo Mutual Pension Insurance
Finland
$4.35M
PAM
503
Pegasus Asset Management
New York
$4.33M
SFG
504
SevenBridge Financial Group
Pennsylvania
$4.3M
VIM
505
Vinva Investment Management
Australia
$4.29M
LOAMU
506
Lombard Odier Asset Management (USA)
New York
$4.28M
NMERB
507
New Mexico Educational Retirement Board
New Mexico
$4.25M
BTI
508
Blue Trust Inc
Georgia
$4.24M
AWS
509
Atria Wealth Solutions
New York
$4.24M
TCM
510
Twin Capital Management
Pennsylvania
$4.21M
SCM
511
Shelton Capital Management
Colorado
$4.21M
MCB
512
Morton Community Bank
Illinois
$4.15M
FWP
513
FAS Wealth Partners
Kansas
$4.13M
PFS
514
Physicians Financial Services
North Carolina
$4.13M
MIM
515
Marco Investment Management
Georgia
$4.11M
CA
516
Cornerstone Advisors
North Carolina
$4.11M
CPCPP
517
Canada Post Corporation Pension Plan
Canada
$4.09M
TCOT
518
Trust Company of Toledo
Ohio
$4.08M
SSWG
519
Seven Springs Wealth Group
Tennessee
$4.07M
AWA
520
Arkadios Wealth Advisors
Georgia
$4.06M
NB
521
Norinchukin Bank
Japan
$4.05M
RIL
522
Rothschild Investment LLC
Illinois
$4.04M
SAMC
523
Spectrum Asset Management (California)
California
$4.03M
PT
524
Plimoth Trust
Massachusetts
$3.99M
SWP
525
Sagespring Wealth Partners
Tennessee
$3.96M