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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
PWW
826
Pettyjohn Wood & White
Virginia
$1.71M
WDG
827
Wealth Dimensions Group
Ohio
$1.7M
AIA
828
Armor Investment Advisors
North Carolina
$1.7M
MWM
829
Meridian Wealth Management
Kentucky
$1.68M
EFG
830
Ethos Financial Group
Pennsylvania
$1.68M
GAM
831
Grandview Asset Management
Pennsylvania
$1.68M
MGWM
832
Marks Group Wealth Management
Minnesota
$1.68M
PFT
833
Providence First Trust
Arizona
$1.67M
AFG
834
Atomi Financial Group
New York
$1.66M
AW
835
Alaethes Wealth
Nevada
$1.66M
PWM
836
Perigon Wealth Management
California
$1.65M
PWP
837
Precedent Wealth Partners
Texas
$1.65M
QI
838
Qtron Investments
Massachusetts
$1.64M
HDIM
839
Hanson & Doremus Investment Management
Vermont
$1.64M
SAM
840
Smartleaf Asset Management
Massachusetts
$1.64M
MCA
841
MSH Capital Advisors
Arizona
$1.64M
BIG
842
Brooklyn Investment Group
New York
$1.64M
CFB
843
Cullen/Frost Bankers
Texas
$1.63M
TCPW
844
Twin City Private Wealth
North Carolina
$1.63M
NAM
845
NTV Asset Management
West Virginia
$1.63M
MIA
846
MainStreet Investment Advisors
Illinois
$1.63M
OTPPB
847
Ontario Teachers' Pension Plan Board
Ontario, Canada
$1.63M
JCM
848
Jacobi Capital Management
Pennsylvania
$1.62M
MFP
849
Meridian Financial Partners
Virginia
$1.61M
MG
850
Mather Group
Illinois
$1.61M