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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
DAS
551
Dynamic Advisor Solutions
Arizona
$3.74M
SB
552
Simmons Bank
Arkansas
$3.71M
TNBTD
553
Trustmark National Bank Trust Department
Mississippi
$3.71M
CA
554
Carson Advisory
Georgia
$3.71M
FB
555
Fulton Bank
Pennsylvania
$3.7M
FFP
556
FourThought Financial Partners
Florida
$3.69M
SCM
557
Schnieders Capital Management
California
$3.69M
EH
558
Equitable Holdings
New York
$3.68M
DS
559
DRW Securities
Illinois
$3.68M
IWC
560
Integrated Wealth Concepts
Massachusetts
$3.63M
BAMF
561
BI Asset Management Fondsmaeglerselskab
Denmark
$3.63M
TC
562
Trilogy Capital
California
$3.62M
BPC
563
Banque Pictet & Cie
Switzerland
$3.59M
ACM
564
Argyle Capital Management
Pennsylvania
$3.59M
KF
565
KKM Financial
Illinois
$3.57M
SFP
566
Shepherd Financial Partners
Massachusetts
$3.57M
FFA
567
Farther Finance Advisors
California
$3.57M
SGC
568
Slocum, Gordon & Co
Rhode Island
$3.56M
SCA
569
Snowden Capital Advisors
New York
$3.56M
WSFS
570
Wilmington Savings Fund Society
Delaware
$3.56M
CCM
571
Cohen Capital Management
California
$3.56M
RP
572
Rice Partnership
Hawaii
$3.49M
EFMC
573
Empire Financial Management Company
New York
$3.44M
TSWM
574
Triangle Securities Wealth Management
North Carolina
$3.42M
GT
575
Glenview Trust
Kentucky
$3.38M