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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
MPWT
601
MassMutual Private Wealth & Trust
Connecticut
$3.15M
CA
602
CGN Advisors
Kansas
$3.14M
RP
603
Rowlandmiller & Partners
Georgia
$3.13M
EWM
604
Empirical Wealth Management
Washington
$3.11M
VF
605
Vest Financial
Virginia
$3.11M
WG
606
Winton Group
United Kingdom
$3.1M
CBA
607
Coastal Bridge Advisors
Connecticut
$3.1M
SIG
608
Stonegate Investment Group
Alabama
$3.1M
MIF
609
Mediolanum International Funds
Ireland
$3.1M
CWM
610
Congress Wealth Management
Massachusetts
$3.08M
MCM
611
Mill Capital Management
North Carolina
$3.07M
HH
612
Hilltop Holdings
Texas
$3.06M
VNIM
613
Vaughan Nelson Investment Management
Texas
$3.05M
FPAS
614
Focus Partners Advisor Solutions
Missouri
$3.05M
FSA
615
Franklin Street Advisors
North Carolina
$3.04M
DZ Bank
616
DZ Bank
Germany
$3.04M
GCA
617
Greenwood Capital Associates
South Carolina
$3.02M
MOS
618
MGO One Seven
Ohio
$3.01M
WP
619
WealthShield Partners
North Carolina
$3M
LWL
620
Leo Wealth LLC
Texas
$2.99M
AF
621
Apollon Financial
South Carolina
$2.99M
HA
622
Hamel Associates
New Jersey
$2.98M
UCB
623
United Community Bank
South Carolina
$2.97M
LOPW
624
Live Oak Private Wealth
North Carolina
$2.96M
CV
625
Counterweight Ventures
North Carolina
$2.95M