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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
MSAM
726
Moloney Securities Asset Management
Missouri
$2.16M
GI
727
GAMMA Investing
California
$2.15M
FIA
728
Foundations Investment Advisors
Arizona
$2.15M
CBTWT
729
Community Bank & Trust (Waco, Texas)
Texas
$2.14M
GLA
730
Good Life Advisors
Pennsylvania
$2.14M
SF
731
Summit Financial
New Jersey
$2.14M
PTP
732
Platform Technology Partners
New York
$2.14M
AA
733
Argent Advisors
Louisiana
$2.13M
MSA
734
Marino Stram & Associates
Massachusetts
$2.12M
IIM
735
Ipswich Investment Management
Massachusetts
$2.12M
BO
736
Bank OZK
Arkansas
$2.11M
VFA
737
Valeo Financial Advisors
Indiana
$2.09M
SMC
738
Smith, Moore & Co
Missouri
$2.09M
SFI
739
Siemens Fonds Invest
Germany
$2.08M
TCMG
740
TSP Capital Management Group
New Jersey
$2.08M
MHI
741
Miller Howard Investments
New York
$2.08M
RWB
742
RMR Wealth Builders
New Jersey
$2.07M
CPIA
743
Cornell Pochily Investment Advisors
New York
$2.05M
MWA
744
MFA Wealth Advisors
Pennsylvania
$2.04M
SGCA
745
Steel Grove Capital Advisors
Tennessee
$2.03M
MSA
746
MUFG Securities Americas
New York
$2.03M
CFO
747
Callan Family Office
Pennsylvania
$2.03M
RA
748
RFG Advisory
Alabama
$2.03M
SIM
749
Stratos Investment Management
Ohio
$2.02M
CC
750
Courier Capital
New York
$2.02M