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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
MWM
826
Meridian Wealth Management
Kentucky
$1.68M
EFG
827
Ethos Financial Group
Pennsylvania
$1.68M
GAM
828
Grandview Asset Management
Pennsylvania
$1.68M
MGWM
829
Marks Group Wealth Management
Minnesota
$1.68M
PFT
830
Providence First Trust
Arizona
$1.67M
AFG
831
Atomi Financial Group
New York
$1.66M
AW
832
Alaethes Wealth
Nevada
$1.66M
PWM
833
Perigon Wealth Management
California
$1.65M
PWP
834
Precedent Wealth Partners
Texas
$1.65M
QI
835
Qtron Investments
Massachusetts
$1.64M
HDIM
836
Hanson & Doremus Investment Management
Vermont
$1.64M
SAM
837
Smartleaf Asset Management
Massachusetts
$1.64M
MCA
838
MSH Capital Advisors
Arizona
$1.64M
BIG
839
Brooklyn Investment Group
New York
$1.64M
CFB
840
Cullen/Frost Bankers
Texas
$1.63M
TCPW
841
Twin City Private Wealth
North Carolina
$1.63M
NAM
842
NTV Asset Management
West Virginia
$1.63M
MIA
843
MainStreet Investment Advisors
Illinois
$1.63M
OTPPB
844
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.63M
JCM
845
Jacobi Capital Management
Pennsylvania
$1.62M
MFP
846
Meridian Financial Partners
Virginia
$1.61M
MG
847
Mather Group
Illinois
$1.61M
B
848
Bellecapital
Switzerland
$1.6M
AOWM
849
Alpha Omega Wealth Management
Virginia
$1.59M
TI
850
Tidal Investments
Wisconsin
$1.58M