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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
LA
551
Lynch & Associates
Indiana
$3.75M
PI
552
PFG Investments
New York
$3.74M
DAS
553
Dynamic Advisor Solutions
Arizona
$3.74M
SB
554
Simmons Bank
Arkansas
$3.71M
TNBTD
555
Trustmark National Bank Trust Department
Mississippi
$3.71M
CA
556
Carson Advisory
Georgia
$3.71M
FB
557
Fulton Bank
Pennsylvania
$3.7M
FFP
558
FourThought Financial Partners
Florida
$3.69M
SCM
559
Schnieders Capital Management
California
$3.69M
EH
560
Equitable Holdings
New York
$3.68M
DS
561
DRW Securities
Illinois
$3.68M
IWC
562
Integrated Wealth Concepts
Massachusetts
$3.63M
BAMF
563
BI Asset Management Fondsmaeglerselskab
Denmark
$3.63M
TC
564
Trilogy Capital
California
$3.62M
BPC
565
Banque Pictet & Cie
Switzerland
$3.59M
ACM
566
Argyle Capital Management
Pennsylvania
$3.59M
KF
567
KKM Financial
Illinois
$3.57M
SFP
568
Shepherd Financial Partners
Massachusetts
$3.57M
FFA
569
Farther Finance Advisors
California
$3.57M
SGC
570
Slocum, Gordon & Co
Rhode Island
$3.56M
SCA
571
Snowden Capital Advisors
New York
$3.56M
WSFS
572
Wilmington Savings Fund Society
Delaware
$3.56M
CCM
573
Cohen Capital Management
California
$3.56M
RP
574
Rice Partnership
Hawaii
$3.49M
EFMC
575
Empire Financial Management Company
New York
$3.44M