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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
HCP
676
Hardin Capital Partners
South Carolina
$2.51M
BCP
677
Berkeley Capital Partners
Georgia
$2.49M
KRSITF
678
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.48M
TT
679
TI-Trust
Illinois
$2.46M
DGM
680
Delta Global Management
New York
$2.46M
AC
681
Asio Capital
Kentucky
$2.45M
TI
682
Trexquant Investment
Connecticut
$2.45M
USWG
683
U.S. Wealth Group
New York
$2.45M
LA
684
LVW Advisors
New York
$2.45M
ACM
685
Adalta Capital Management
New York
$2.44M
TWC
686
TD Waterhouse Canada
Ontario, Canada
$2.44M
BBHC
687
Brown Brothers Harriman & Co
New York
$2.44M
VRM
688
Vectors Research Management
New York
$2.4M
JIP
689
Jaffetilchin Investment Partners
Florida
$2.39M
CCP
690
Clarkston Capital Partners
Michigan
$2.38M
KWA
691
Kingswood Wealth Advisors
California
$2.38M
VMMC
692
V.M. Manning & Co
South Carolina
$2.38M
MRP
693
Measured Risk Portfolios
California
$2.36M
TAIM
694
Te Ahumairangi Investment Management
New Zealand
$2.35M
DIP
695
Davis Investment Partners
North Carolina
$2.33M
SP
696
Successful Portfolios
Florida
$2.32M
STA
697
Summit Trail Advisors
New York
$2.32M
CWMS
698
Cannon Wealth Management Services
North Carolina
$2.31M
DA
699
Dover Advisors
Virginia
$2.31M
Wolverine Trading
700
Wolverine Trading
Illinois
$2.29M