DUK icon

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
ECM
626
Everence Capital Management
Indiana
$2.95M
ET
627
Equitable Trust
Tennessee
$2.94M
WC
628
Wexford Capital
Florida
$2.93M
EWM
629
Evercore Wealth Management
New York
$2.93M
NMIMC
630
Northwestern Mutual Investment Management Company
Wisconsin
$2.93M
IA
631
IFP Advisors
Florida
$2.92M
NGA
632
Naples Global Advisors
Florida
$2.91M
SIC
633
Shoker Investment Counsel
Ohio
$2.89M
GPWM
634
Grant Private Wealth Management
California
$2.88M
OCM
635
Orleans Capital Management
Louisiana
$2.88M
EF
636
Empowered Funds
Pennsylvania
$2.88M
JFL
637
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.88M
1832 Asset Management
638
1832 Asset Management
Ontario, Canada
$2.88M
APC
639
Aspire Private Capital
North Carolina
$2.86M
CA
640
Cullinan Associates
Kentucky
$2.86M
PCIA
641
Prime Capital Investment Advisors
Kansas
$2.84M
WG
642
Wealth Group
North Carolina
$2.83M
SB
643
Strategic Blueprint
Georgia
$2.82M
WCAMG
644
Woodard & Company Asset Management Group
North Carolina
$2.82M
DW30
645
Drucker Wealth 3.0
New Jersey
$2.82M
HCM
646
Hall Capital Management
Rhode Island
$2.79M
HFBOT
647
Home Federal Bank of Tennessee
Tennessee
$2.78M
SBH
648
Segall Bryant & Hamill
Illinois
$2.78M
FDCDDQ
649
Federation des caisses Desjardins du Quebec
Quebec, Canada
$2.77M
SFS
650
Stiles Financial Services
Minnesota
$2.77M