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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 %
GS
526
GWN Securities
Florida
$3.92M -$554K -4,672 -12%
NS
527
NBC Securities
Alabama
$3.91M +$24K +203 +0.6%
PFA
528
Pure Financial Advisors
California
$3.9M +$3.55M +30,051 +989%
EWA
529
EP Wealth Advisors
California
$3.9M +$482K +4,084 +14%
BCV
530
Banque Cantonale Vaudoise
Switzerland
$3.88M +$47.1K +399 +1%
AWM
531
Axxcess Wealth Management
California
$3.88M +$37.6K +319 +1%
RFM
532
Royal Fund Management
Florida
$3.86M +$5.2K +44 +0.1%
Lazard Asset Management
533
Lazard Asset Management
New York
$3.86M -$580K -4,920 -13%
AAIM
534
American Assets Investment Management
California
$3.85M
TAM
535
Townsend Asset Management
North Carolina
$3.83M -$89.9K -762 -2%
HWAM
536
Hennion & Walsh Asset Management
New Jersey
$3.83M +$137K +1,162 +4%
SFS
537
Sowell Financial Services
Arkansas
$3.82M -$28.8K -244 -0.7%
AWM
538
AE Wealth Management
Kansas
$3.81M +$269K +2,279 +8%
B
539
Bailard
California
$3.8M +$47.4K +402 +1%
SIC
540
Salem Investment Counselors
North Carolina
$3.8M -$32.7K -277 -0.9%
TCWA
541
Turtle Creek Wealth Advisors
Texas
$3.79M +$481K +4,080 +15%
CAM
542
Close Asset Management
United Kingdom
$3.78M -$137K -1,165 -4%
PA
543
Pinnacle Associates
New York
$3.78M -$153K -1,300 -4%
SYBT
544
Stock Yards Bank & Trust
Kentucky
$3.77M -$287K -2,430 -7%
LA
545
Lynch & Associates
Indiana
$3.75M +$93.8K +795 +3%
PI
546
PFG Investments
New York
$3.74M +$38K +322 +1%
DAS
547
Dynamic Advisor Solutions
Arizona
$3.74M +$719K +6,095 +24%
SB
548
Simmons Bank
Arkansas
$3.71M -$29K -246 -0.8%
TNBTD
549
Trustmark National Bank Trust Department
Mississippi
$3.71M -$4.72K -40 -0.1%
CA
550
Carson Advisory
Georgia
$3.71M +$236 +2 +0%