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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
TSWM
576
Triangle Securities Wealth Management
North Carolina
$3.42M
GT
577
Glenview Trust
Kentucky
$3.38M
IC
578
IEQ Capital
California
$3.38M
RIA
579
Regal Investment Advisors
Michigan
$3.38M
FA
580
Fiduciary Alliance
South Carolina
$3.38M
LCM
581
Logan Capital Management
Pennsylvania
$3.38M
GC
582
Guardian Capital
Ontario, Canada
$3.37M
SW
583
SVB Wealth
Massachusetts
$3.37M
AG
584
Ascent Group
Virginia
$3.36M
RBA
585
Richard Bernstein Advisors
New York
$3.35M
TYCC
586
Texas Yale Capital Corp
Florida
$3.33M
HAG
587
HighPoint Advisor Group
Illinois
$3.33M
FHWM
588
Fox Hill Wealth Management
Massachusetts
$3.32M
CCG
589
Cypress Capital Group
Florida
$3.31M
ONSWM
590
Old North State Wealth Management
North Carolina
$3.28M
PFM
591
Premier Fund Managers
United Kingdom
$3.27M
BFG
592
Bleakley Financial Group
New Jersey
$3.27M
SSWM
593
Sheets Smith Wealth Management
North Carolina
$3.25M
FDP
594
Financiere des Professionnels
Quebec, Canada
$3.25M
VA
595
Vident Advisory
Georgia
$3.25M
MA
596
Montag & Associates
Georgia
$3.25M
AMG
597
Advisors Management Group
Wisconsin
$3.24M
CCT
598
Chemung Canal Trust
New York
$3.21M
ONST
599
Old North State Trust
North Carolina
$3.18M
EF
600
Empirical Finance
Pennsylvania
$3.16M