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Duke Energy

2,252 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, 740 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: 2,2392,252 (+13)

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
2,252
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
PGF
801
Plan Group Financial
Oklahoma
$1.78M
AIA
802
AssuredPartners Investment Advisors
Florida
$1.77M
GWA
803
Gibson Wealth Advisors
Texas
$1.77M
SF
804
Symphony Financial
Texas
$1.77M
CICI
805
Capital Investment Counsel Inc
North Carolina
$1.76M
NWM
806
Northcape Wealth Management
New York
$1.76M
PMIA
807
Patrick Mauro Investment Advisor
Illinois
$1.76M
BBVA
808
Banco Bilbao Vizcaya Argentaria
Spain
$1.76M
CFG
809
Citizens Financial Group
Rhode Island
$1.75M
PNC
810
Park National Corp
Ohio
$1.75M
WA
811
WealthTrust Axiom
Pennsylvania
$1.75M
WPC
812
Wedmont Private Capital
Pennsylvania
$1.75M
BSA
813
Bull Street Advisors
Georgia
$1.75M
AF
814
AGP Franklin
Tennessee
$1.75M
PPW
815
Parcion Private Wealth
Washington
$1.74M
NSEDCP
816
NJ State Employees Deferred Compensation Plan
New Jersey
$1.74M
PWP
817
Private Wealth Partners
California
$1.73M
DT
818
Diversified Trust
Tennessee
$1.72M
Luther King Capital Management (LKCM)
819
Luther King Capital Management (LKCM)
Texas
$1.72M
CWM
820
Cornerstone Wealth Management
Missouri
$1.72M
BHBT
821
Burke & Herbert Bank & Trust
Virginia
$1.71M
ITC
822
Inspire Trust Company
Nevada
$1.71M
PWW
823
Pettyjohn Wood & White
Virginia
$1.71M
WDG
824
Wealth Dimensions Group
Ohio
$1.7M
AIA
825
Armor Investment Advisors
North Carolina
$1.7M