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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
DA
701
Dover Advisors
Virginia
$2.31M
Wolverine Trading
702
Wolverine Trading
Illinois
$2.29M
SCP
703
Stamos Capital Partners
California
$2.29M
CNBT
704
Canandaigua National Bank & Trust
New York
$2.29M
AAMA
705
Advanced Asset Management Advisors
Ohio
$2.28M
MHS
706
M Holdings Securities
Oregon
$2.28M
PMWMG
707
Parr McKnight Wealth Management Group
Minnesota
$2.27M
CAC
708
Certified Advisory Corp
Florida
$2.27M
HCA
709
Harbor Capital Advisors
Illinois
$2.26M
DWM
710
Dakota Wealth Management
Florida
$2.26M
FMWA
711
Forvis Mazars Wealth Advisors
Missouri
$2.26M
NG
712
Norden Group
Utah
$2.25M
FTWA
713
Fifth Third Wealth Advisors
Ohio
$2.24M
WS
714
Wedbush Securities
California
$2.24M
GT
715
Greenleaf Trust
Michigan
$2.24M
OPA
716
Old Port Advisors
Maine
$2.24M
WBC
717
Westpac Banking Corp
Australia
$2.23M
CLOS
718
Compagnie Lombard Odier SCmA
Switzerland
$2.21M
UBP
719
Union Bancaire Privee
Switzerland
$2.21M
RCA
720
Ranch Capital Advisors
Florida
$2.2M
NHC
721
Nicholas Hoffman & Company
Georgia
$2.19M
S
722
SignatureFD
Georgia
$2.19M
VCA
723
Verdence Capital Advisors
Maryland
$2.18M
Parallax Volatility Advisers
724
Parallax Volatility Advisers
California
$2.18M
LWA
725
Ledgewood Wealth Advisors
New Hampshire
$2.17M