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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
RP
601
Rowlandmiller & Partners
Georgia
$3.13M
EWM
602
Empirical Wealth Management
Washington
$3.11M
VF
603
Vest Financial
Virginia
$3.11M
WG
604
Winton Group
United Kingdom
$3.1M
CBA
605
Coastal Bridge Advisors
Connecticut
$3.1M
SIG
606
Stonegate Investment Group
Alabama
$3.1M
MIF
607
Mediolanum International Funds
Ireland
$3.1M
CWM
608
Congress Wealth Management
Massachusetts
$3.08M
MCM
609
Mill Capital Management
North Carolina
$3.07M
HH
610
Hilltop Holdings
Texas
$3.06M
VNIM
611
Vaughan Nelson Investment Management
Texas
$3.05M
FPAS
612
Focus Partners Advisor Solutions
Missouri
$3.05M
FSA
613
Franklin Street Advisors
North Carolina
$3.04M
DZ Bank
614
DZ Bank
Germany
$3.04M
GCA
615
Greenwood Capital Associates
South Carolina
$3.02M
MOS
616
MGO One Seven
Ohio
$3.01M
WP
617
WealthShield Partners
North Carolina
$3M
LWL
618
Leo Wealth LLC
Texas
$2.99M
AF
619
Apollon Financial
South Carolina
$2.99M
HA
620
Hamel Associates
New Jersey
$2.98M
UCB
621
United Community Bank
South Carolina
$2.97M
LOPW
622
Live Oak Private Wealth
North Carolina
$2.96M
CV
623
Counterweight Ventures
North Carolina
$2.95M
ECM
624
Everence Capital Management
Indiana
$2.95M
ET
625
Equitable Trust
Tennessee
$2.94M