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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
PT
526
Plimoth Trust
Massachusetts
$3.99M
SWP
527
Sagespring Wealth Partners
Tennessee
$3.96M
TA
528
Townsend & Associates
Colorado
$3.93M
FNB
529
Farmers National Bank
Kentucky
$3.93M
BG
530
Bahl & Gaynor
Ohio
$3.92M
GS
531
GWN Securities
Florida
$3.92M
NS
532
NBC Securities
Alabama
$3.91M
PFA
533
Pure Financial Advisors
California
$3.9M
EWA
534
EP Wealth Advisors
California
$3.9M
CT
535
Caldwell Trust
Florida
$3.9M
BCV
536
Banque Cantonale Vaudoise
Switzerland
$3.88M
AWM
537
Axxcess Wealth Management
California
$3.88M
RFM
538
Royal Fund Management
Florida
$3.86M
Lazard Asset Management
539
Lazard Asset Management
New York
$3.86M
AAIM
540
American Assets Investment Management
California
$3.85M
TAM
541
Townsend Asset Management
North Carolina
$3.83M
HWAM
542
Hennion & Walsh Asset Management
New Jersey
$3.83M
SFS
543
Sowell Financial Services
Arkansas
$3.82M
AWM
544
AE Wealth Management
Kansas
$3.81M
B
545
Bailard
California
$3.8M
SIC
546
Salem Investment Counselors
North Carolina
$3.8M
TCWA
547
Turtle Creek Wealth Advisors
Texas
$3.79M
CAM
548
Close Asset Management
United Kingdom
$3.78M
PA
549
Pinnacle Associates
New York
$3.78M
SYBT
550
Stock Yards Bank & Trust
Kentucky
$3.77M