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