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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 %
CBA
601
Coastal Bridge Advisors
Connecticut
$3.1M +$1.54M +13,017 +98%
SIG
602
Stonegate Investment Group
Alabama
$3.1M -$8.02K -68 -0.3%
MIF
603
Mediolanum International Funds
Ireland
$3.1M +$2.13M +18,239 +221%
CWM
604
Congress Wealth Management
Massachusetts
$3.08M +$147K +1,294 +5%
MCM
605
Mill Capital Management
North Carolina
$3.07M +$708 +6 +0%
HH
606
Hilltop Holdings
Texas
$3.06M -$101K -860 -3%
VNIM
607
Vaughan Nelson Investment Management
Texas
$3.05M
FPAS
608
Focus Partners Advisor Solutions
Missouri
$3.05M -$11K -93 -0.4%
FSA
609
Franklin Street Advisors
North Carolina
$3.05M -$49.1K -416 -2%
DZ Bank
610
DZ Bank
Germany
$3.04M +$480K +4,070 +19%
GCA
611
Greenwood Capital Associates
South Carolina
$3.02M -$757K -6,411 -20%
MOS
612
MGO One Seven
Ohio
$3.01M +$59.9K +508 +2%
WP
613
WealthShield Partners
North Carolina
$3M +$9.44K +80 +0.3%
LWL
614
Leo Wealth LLC
Texas
$2.99M +$716K +6,071 +31%
AF
615
Apollon Financial
South Carolina
$2.99M +$52.2K +442 +2%
HA
616
Hamel Associates
New Jersey
$2.98M +$511K +4,330 +21%
UCB
617
United Community Bank
South Carolina
$2.97M +$39.5K +335 +1%
LOPW
618
Live Oak Private Wealth
North Carolina
$2.96M -$49.9K -423 -2%
CV
619
Counterweight Ventures
North Carolina
$2.95M +$49.4K +419 +2%
ECM
620
Everence Capital Management
Indiana
$2.95M
ET
621
Equitable Trust
Tennessee
$2.94M -$37.3K -316 -1%
WC
622
Wexford Capital
Florida
$2.93M +$467K +3,955 +19%
EWM
623
Evercore Wealth Management
New York
$2.93M -$3.07K -26 -0.1%
NMIMC
624
Northwestern Mutual Investment Management Company
Wisconsin
$2.93M +$13.5K +114 +0.5%
IA
625
IFP Advisors
Florida
$2.92M +$65.5K +531 +2%