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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
IC
576
IEQ Capital
California
$3.38M
RIA
577
Regal Investment Advisors
Michigan
$3.38M
FA
578
Fiduciary Alliance
South Carolina
$3.38M
LCM
579
Logan Capital Management
Pennsylvania
$3.38M
GC
580
Guardian Capital
Ontario, Canada
$3.37M
SW
581
SVB Wealth
Massachusetts
$3.37M
AG
582
Ascent Group
Virginia
$3.36M
RBA
583
Richard Bernstein Advisors
New York
$3.35M
TYCC
584
Texas Yale Capital Corp
Florida
$3.33M
HAG
585
HighPoint Advisor Group
Illinois
$3.33M
FHWM
586
Fox Hill Wealth Management
Massachusetts
$3.32M
CCG
587
Cypress Capital Group
Florida
$3.31M
ONSWM
588
Old North State Wealth Management
North Carolina
$3.28M
PFM
589
Premier Fund Managers
United Kingdom
$3.27M
BFG
590
Bleakley Financial Group
New Jersey
$3.27M
SSWM
591
Sheets Smith Wealth Management
North Carolina
$3.25M
FDP
592
Financiere des Professionnels
Quebec, Canada
$3.25M
VA
593
Vident Advisory
Georgia
$3.25M
MA
594
Montag & Associates
Georgia
$3.25M
AMG
595
Advisors Management Group
Wisconsin
$3.24M
CCT
596
Chemung Canal Trust
New York
$3.21M
ONST
597
Old North State Trust
North Carolina
$3.18M
EF
598
Empirical Finance
Pennsylvania
$3.16M
MPWT
599
MassMutual Private Wealth & Trust
Connecticut
$3.15M
CA
600
CGN Advisors
Kansas
$3.14M