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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 %
GC
576
Guardian Capital
Ontario, Canada
$3.37M +$153K +1,300 +5%
SW
577
SVB Wealth
Massachusetts
$3.37M +$100K +851 +3%
AG
578
Ascent Group
Virginia
$3.36M +$45.7K +387 +1%
RBA
579
Richard Bernstein Advisors
New York
$3.35M +$3.35M +28,398 New
TYCC
580
Texas Yale Capital Corp
Florida
$3.33M -$15.3K -130 -0.5%
HAG
581
HighPoint Advisor Group
Illinois
$3.33M +$112K +948 +3%
FHWM
582
Fox Hill Wealth Management
Massachusetts
$3.32M +$131K +1,112 +4%
CCG
583
Cypress Capital Group
Florida
$3.31M -$166K -1,403 -5%
ONSWM
584
Old North State Wealth Management
North Carolina
$3.28M +$132K +1,116 +4%
PFM
585
Premier Fund Managers
United Kingdom
$3.27M +$58.4K +500 +2%
BFG
586
Bleakley Financial Group
New Jersey
$3.27M +$195K +1,656 +6%
SSWM
587
Sheets Smith Wealth Management
North Carolina
$3.25M +$7.2K +61 +0.2%
FDP
588
Financiere des Professionnels
Quebec, Canada
$3.25M -$759K -6,429 -19%
VA
589
Vident Advisory
Georgia
$3.25M +$140K +1,187 +5%
MA
590
Montag & Associates
Georgia
$3.25M -$11.8K -100 -0.4%
AMG
591
Advisors Management Group
Wisconsin
$3.24M -$41.1K -348 -1%
CCT
592
Chemung Canal Trust
New York
$3.21M -$402K -3,408 -11%
ONST
593
Old North State Trust
North Carolina
$3.18M +$6.49K +55 +0.2%
EF
594
Empirical Finance
Pennsylvania
$3.16M +$21K +178 +0.7%
MPWT
595
MassMutual Private Wealth & Trust
Connecticut
$3.15M +$1.35M +11,453 +75%
CA
596
CGN Advisors
Kansas
$3.14M -$47.7K -404 -1%
RP
597
Rowlandmiller & Partners
Georgia
$3.13M -$590 -5 -0%
EWM
598
Empirical Wealth Management
Washington
$3.11M +$444K +3,764 +17%
VF
599
Vest Financial
Virginia
$3.11M +$877K +7,428 +39%
WG
600
Winton Group
United Kingdom
$3.1M +$3.1M +26,300 New