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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
SP
776
SWS Partners
Ohio
$1.9M
JWM
777
Jeppson Wealth Management
California
$1.88M
AO
778
Advisor OS
Illinois
$1.88M
DCM
779
Donaldson Capital Management
Indiana
$1.88M
AA
780
Advisory Alpha
Michigan
$1.88M
MWM
781
Mission Wealth Management
California
$1.88M
KTM
782
Keeler Thomas Management
Utah
$1.87M
BMSSC
783
B. Metzler seel. Sohn & Co
Germany
$1.87M
WAP
784
Wealthcare Advisory Partners
Pennsylvania
$1.87M
PTC
785
Private Trust Company
Ohio
$1.87M
TBA
786
Tower Bridge Advisors
Pennsylvania
$1.85M
Grantham, Mayo, Van Otterloo & Co (GMO)
787
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.84M
WWM
788
Wagner Wealth Management
South Carolina
$1.83M
GIC
789
Generali Investments CEE
Czech Republic
$1.83M
FNT
790
First National Trust
Pennsylvania
$1.82M
GH
791
GAM Holding
Switzerland
$1.82M
TC
792
TownSquare Capital
Utah
$1.81M
CWS
793
Confluence Wealth Services
Pennsylvania
$1.8M
CC
794
Cornerstone Capital
California
$1.8M
RC
795
Rahlfs Capital
Texas
$1.8M
IAN
796
Integrated Advisors Network
Texas
$1.8M
SGI
797
Summit Global Investments
Utah
$1.79M
EARNEST Partners
798
EARNEST Partners
Georgia
$1.79M
LCM
799
Landscape Capital Management
New Jersey
$1.79M
PCG
800
Prosperity Consulting Group
Maryland
$1.79M