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