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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
SIM
751
Stratos Investment Management
Ohio
$2.02M
CC
752
Courier Capital
New York
$2.02M
IWM
753
IHT Wealth Management
Illinois
$2.01M
SOAMC
754
Spirit of America Management Corp
New York
$2.01M
BCA
755
Bay Colony Advisors
Massachusetts
$2.01M
WWM
756
Wolff Wiese Magana
California
$2.01M
LCOV
757
London Company of Virginia
Virginia
$2M
CRC
758
Curi RMB Capital
Illinois
$2M
EFS
759
Essex Financial Services
Connecticut
$1.97M
SW
760
Simplicity Wealth
New Jersey
$1.97M
HWMO
761
Heritage Wealth Management (Ohio)
Ohio
$1.97M
AAS
762
Ameritas Advisory Services
Nebraska
$1.97M
YIH
763
Y-Intercept (HK)
Hong Kong
$1.97M
MMPW
764
Mitchell McLeod Pugh & Williams
Alabama
$1.95M
First Manhattan
765
First Manhattan
New York
$1.95M
MBTD
766
Mechanics Bank - Trust Department
California
$1.94M
HIP
767
HUB Investment Partners
Texas
$1.93M
BFS
768
Bradley Foster & Sargent
Connecticut
$1.93M
SG
769
StoneX Group
New York
$1.93M
D.E. Shaw & Co
770
D.E. Shaw & Co
New York
$1.93M
CHC
771
City Holding Co
West Virginia
$1.92M
CK
772
Cohen Klingenstein
New York
$1.91M
QCG
773
Quadrant Capital Group
Ohio
$1.9M
OHWP
774
Oak Harbor Wealth Partners
North Carolina
$1.9M
HFM
775
Hartford Funds Management
Pennsylvania
$1.9M