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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
B
851
Bellecapital
Switzerland
$1.6M
AOWM
852
Alpha Omega Wealth Management
Virginia
$1.59M
TI
853
Tidal Investments
Wisconsin
$1.58M
RCM
854
RNC Capital Management
California
$1.58M
EWA
855
Exencial Wealth Advisors
Oklahoma
$1.57M
CI Investments Inc
856
CI Investments Inc
Ontario, Canada
$1.57M
EI
857
Ethic Inc
New York
$1.57M
ATPW
858
Ashton Thomas Private Wealth
Arizona
$1.57M
CF
859
Convergence Financial
Missouri
$1.57M
LAM
860
LOM Asset Management
$1.56M
WWA
861
WCG Wealth Advisors
Nevada
$1.56M
Aviva
862
Aviva
United Kingdom
$1.56M
AAP
863
Arax Advisory Partners
Colorado
$1.56M
TIA
864
Trust Investment Advisors
Indiana
$1.55M
FFN
865
Focus Financial Network
Minnesota
$1.54M
ZIC
866
ZWJ Investment Counsel
Georgia
$1.53M
FCB
867
First County Bank
Connecticut
$1.53M
BMA
868
Brooks Moore & Associates
Tennessee
$1.52M
MIM
869
MTM Investment Management
South Carolina
$1.52M
KCM
870
Kennondale Capital Management
Virginia
$1.52M
WCM
871
Weaver Capital Management
Georgia
$1.52M
NCM
872
Novare Capital Management
North Carolina
$1.52M
MYIA
873
Mount Yale Investment Advisors
Colorado
$1.51M
TCOV
874
Trust Company of Vermont
Vermont
$1.51M
VIA
875
Victrix Investment Advisors
Florida
$1.51M