DUK icon

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
WC
626
Wexford Capital
Florida
$2.93M
EWM
627
Evercore Wealth Management
New York
$2.93M
NMIMC
628
Northwestern Mutual Investment Management Company
Wisconsin
$2.93M
IA
629
IFP Advisors
Florida
$2.92M
NGA
630
Naples Global Advisors
Florida
$2.91M
SIC
631
Shoker Investment Counsel
Ohio
$2.89M
GPWM
632
Grant Private Wealth Management
California
$2.88M
OCM
633
Orleans Capital Management
Louisiana
$2.88M
EF
634
Empowered Funds
Pennsylvania
$2.88M
JFL
635
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.88M
1832 Asset Management
636
1832 Asset Management
Ontario, Canada
$2.88M
APC
637
Aspire Private Capital
North Carolina
$2.86M
CA
638
Cullinan Associates
Kentucky
$2.86M
PCIA
639
Prime Capital Investment Advisors
Kansas
$2.84M
WG
640
Wealth Group
North Carolina
$2.83M
SB
641
Strategic Blueprint
Georgia
$2.82M
WCAMG
642
Woodard & Company Asset Management Group
North Carolina
$2.82M
DW30
643
Drucker Wealth 3.0
New Jersey
$2.82M
HCM
644
Hall Capital Management
Rhode Island
$2.79M
HFBOT
645
Home Federal Bank of Tennessee
Tennessee
$2.78M
SBH
646
Segall Bryant & Hamill
Illinois
$2.78M
FDCDDQ
647
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.77M
SFS
648
Stiles Financial Services
Minnesota
$2.77M
WIA
649
World Investment Advisors
California
$2.77M
RB
650
Rodgers Brothers
Pennsylvania
$2.77M