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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
RCM
851
RNC Capital Management
California
$1.58M
EWA
852
Exencial Wealth Advisors
Oklahoma
$1.57M
CI Investments Inc
853
CI Investments Inc
Ontario, Canada
$1.57M
EI
854
Ethic Inc
New York
$1.57M
ATPW
855
Ashton Thomas Private Wealth
Arizona
$1.57M
CF
856
Convergence Financial
Missouri
$1.57M
LAM
857
LOM Asset Management
$1.56M
WWA
858
WCG Wealth Advisors
Nevada
$1.56M
Aviva
859
Aviva
United Kingdom
$1.56M
AAP
860
Arax Advisory Partners
Colorado
$1.56M
TIA
861
Trust Investment Advisors
Indiana
$1.55M
FFN
862
Focus Financial Network
Minnesota
$1.54M
CAM
863
Cresset Asset Management
Illinois
$1.54M
ZIC
864
ZWJ Investment Counsel
Georgia
$1.53M
FCB
865
First County Bank
Connecticut
$1.53M
BMA
866
Brooks Moore & Associates
Tennessee
$1.52M
MIM
867
MTM Investment Management
South Carolina
$1.52M
KCM
868
Kennondale Capital Management
Virginia
$1.52M
WCM
869
Weaver Capital Management
Georgia
$1.52M
NCM
870
Novare Capital Management
North Carolina
$1.52M
MYIA
871
Mount Yale Investment Advisors
Colorado
$1.51M
TCOV
872
Trust Company of Vermont
Vermont
$1.51M
VIA
873
Victrix Investment Advisors
Florida
$1.51M
OWM
874
Orca Wealth Management
Florida
$1.5M
EGM
875
Engineers Gate Manager
New York
$1.49M