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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
EARNEST Partners
801
EARNEST Partners
Georgia
$1.79M
LCM
802
Landscape Capital Management
New Jersey
$1.79M
PCG
803
Prosperity Consulting Group
Maryland
$1.79M
PGF
804
Plan Group Financial
Oklahoma
$1.78M
AIA
805
AssuredPartners Investment Advisors
Florida
$1.77M
GWA
806
Gibson Wealth Advisors
Texas
$1.77M
SF
807
Symphony Financial
Texas
$1.77M
CICI
808
Capital Investment Counsel Inc
North Carolina
$1.76M
NWM
809
Northcape Wealth Management
New York
$1.76M
PMIA
810
Patrick Mauro Investment Advisor
Illinois
$1.76M
BBVA
811
Banco Bilbao Vizcaya Argentaria
Spain
$1.76M
CFG
812
Citizens Financial Group
Rhode Island
$1.75M
PNC
813
Park National Corp
Ohio
$1.75M
WA
814
WealthTrust Axiom
Pennsylvania
$1.75M
WPC
815
Wedmont Private Capital
Pennsylvania
$1.75M
BSA
816
Bull Street Advisors
Georgia
$1.75M
AF
817
AGP Franklin
Tennessee
$1.75M
PPW
818
Parcion Private Wealth
Washington
$1.74M
NSEDCP
819
NJ State Employees Deferred Compensation Plan
New Jersey
$1.74M
PWP
820
Private Wealth Partners
California
$1.73M
DT
821
Diversified Trust
Tennessee
$1.72M
Luther King Capital Management (LKCM)
822
Luther King Capital Management (LKCM)
Texas
$1.72M
CWM
823
Cornerstone Wealth Management
Missouri
$1.72M
BHBT
824
Burke & Herbert Bank & Trust
Virginia
$1.71M
ITC
825
Inspire Trust Company
Nevada
$1.71M