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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
HI
676
Harbour Investments
Wisconsin
$2.52M
VC
677
Vestor Capital
Illinois
$2.51M
HCP
678
Hardin Capital Partners
South Carolina
$2.51M
BCP
679
Berkeley Capital Partners
Georgia
$2.49M
KRSITF
680
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.48M
TT
681
TI-Trust
Illinois
$2.46M
DGM
682
Delta Global Management
New York
$2.46M
AC
683
Asio Capital
Kentucky
$2.45M
TI
684
Trexquant Investment
Connecticut
$2.45M
USWG
685
U.S. Wealth Group
New York
$2.45M
LA
686
LVW Advisors
New York
$2.45M
ACM
687
Adalta Capital Management
New York
$2.44M
TWC
688
TD Waterhouse Canada
Ontario, Canada
$2.44M
BBHC
689
Brown Brothers Harriman & Co
New York
$2.44M
VRM
690
Vectors Research Management
New York
$2.4M
JIP
691
Jaffetilchin Investment Partners
Florida
$2.39M
CCP
692
Clarkston Capital Partners
Michigan
$2.38M
KWA
693
Kingswood Wealth Advisors
California
$2.38M
VMMC
694
V.M. Manning & Co
South Carolina
$2.38M
MRP
695
Measured Risk Portfolios
California
$2.36M
TAIM
696
Te Ahumairangi Investment Management
New Zealand
$2.35M
DIP
697
Davis Investment Partners
North Carolina
$2.33M
SP
698
Successful Portfolios
Florida
$2.32M
STA
699
Summit Trail Advisors
New York
$2.32M
CWMS
700
Cannon Wealth Management Services
North Carolina
$2.31M