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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
GLLW
726
Graves Light Lenhart Wealth
Virginia
$2.17M
WA
727
Wealth Alliance
New York
$2.16M
MSAM
728
Moloney Securities Asset Management
Missouri
$2.16M
GI
729
GAMMA Investing
California
$2.15M
FIA
730
Foundations Investment Advisors
Arizona
$2.15M
CBTWT
731
Community Bank & Trust (Waco, Texas)
Texas
$2.14M
GLA
732
Good Life Advisors
Pennsylvania
$2.14M
SF
733
Summit Financial
New Jersey
$2.14M
PTP
734
Platform Technology Partners
New York
$2.14M
AA
735
Argent Advisors
Louisiana
$2.13M
MSA
736
Marino Stram & Associates
Massachusetts
$2.12M
IIM
737
Ipswich Investment Management
Massachusetts
$2.12M
BO
738
Bank OZK
Arkansas
$2.11M
VFA
739
Valeo Financial Advisors
Indiana
$2.09M
SMC
740
Smith, Moore & Co
Missouri
$2.09M
SFI
741
Siemens Fonds Invest
Germany
$2.08M
TCMG
742
TSP Capital Management Group
New Jersey
$2.08M
MHI
743
Miller Howard Investments
New York
$2.08M
RWB
744
RMR Wealth Builders
New Jersey
$2.07M
CPIA
745
Cornell Pochily Investment Advisors
New York
$2.05M
MWA
746
MFA Wealth Advisors
Pennsylvania
$2.04M
SGCA
747
Steel Grove Capital Advisors
Tennessee
$2.03M
MSA
748
MUFG Securities Americas
New York
$2.03M
CFO
749
Callan Family Office
Pennsylvania
$2.03M
RA
750
RFG Advisory
Alabama
$2.03M