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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
MMHP
651
Murphy Middleton Hinkle & Parker
Georgia
$2.75M
SIG
652
Sargent Investment Group
Maryland
$2.75M
O
653
Ossiam
France
$2.75M
FC
654
Forte Capital
New York
$2.71M
WANY
655
Wealthspire Advisors (New York)
New York
$2.68M
BTC
656
Bank & Trust Company
Illinois
$2.68M
BBA
657
BLB&B Advisors
Pennsylvania
$2.68M
CWG
658
Cornerstone Wealth Group
North Carolina
$2.67M
RMC
659
Resources Management Corp
Connecticut
$2.67M
CAMV
660
Concord Asset Management (Virginia)
Virginia
$2.67M
CWP
661
Concord Wealth Partners
Virginia
$2.67M
DA
662
Drake & Associates
Wisconsin
$2.65M
KTC
663
Kentucky Trust Company
Kentucky
$2.65M
ANTB
664
AMG National Trust Bank
Colorado
$2.62M
BCM
665
Birmingham Capital Management
Alabama
$2.61M
ISB
666
Iowa State Bank
Iowa
$2.6M
SVWAG
667
Sound View Wealth Advisors Group
Georgia
$2.59M
CFD
668
Creative Financial Designs
Indiana
$2.59M
MWM
669
Modera Wealth Management
New Jersey
$2.59M
AA
670
Armis Advisers
Georgia
$2.57M
MA
671
Mutual Advisors
Nebraska
$2.57M
LDB
672
Lee, Danner & Bass
Tennessee
$2.56M
AW
673
Apricus Wealth
South Carolina
$2.56M
HI
674
Harbour Investments
Wisconsin
$2.52M
VC
675
Vestor Capital
Illinois
$2.51M