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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
WIA
651
World Investment Advisors
California
$2.77M
RB
652
Rodgers Brothers
Pennsylvania
$2.77M
MMHP
653
Murphy Middleton Hinkle & Parker
Georgia
$2.75M
SIG
654
Sargent Investment Group
Maryland
$2.75M
O
655
Ossiam
France
$2.75M
FC
656
Forte Capital
New York
$2.71M
WANY
657
Wealthspire Advisors (New York)
New York
$2.68M
BTC
658
Bank & Trust Company
Illinois
$2.68M
BBA
659
BLB&B Advisors
Pennsylvania
$2.68M
CWG
660
Cornerstone Wealth Group
North Carolina
$2.67M
RMC
661
Resources Management Corp
Connecticut
$2.67M
CAMV
662
Concord Asset Management (Virginia)
Virginia
$2.67M
CWP
663
Concord Wealth Partners
Virginia
$2.67M
DA
664
Drake & Associates
Wisconsin
$2.65M
KTC
665
Kentucky Trust Company
Kentucky
$2.65M
ANTB
666
AMG National Trust Bank
Colorado
$2.62M
BCM
667
Birmingham Capital Management
Alabama
$2.61M
ISB
668
Iowa State Bank
Iowa
$2.6M
SVWAG
669
Sound View Wealth Advisors Group
Georgia
$2.59M
CFD
670
Creative Financial Designs
Indiana
$2.59M
MWM
671
Modera Wealth Management
New Jersey
$2.59M
AA
672
Armis Advisers
Georgia
$2.57M
MA
673
Mutual Advisors
Nebraska
$2.57M
LDB
674
Lee, Danner & Bass
Tennessee
$2.56M
AW
675
Apricus Wealth
South Carolina
$2.56M