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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
A
876
AlphaQuest
New York
$1.49M
GWM
877
Gibbs Wealth Management
Georgia
$1.49M
HCM
878
Highview Capital Management
Illinois
$1.48M
NP
879
Ninepoint Partners
Ontario, Canada
$1.48M
CIC
880
Cornercap Investment Counsel
Georgia
$1.48M
RFA
881
ROI Financial Advisors
Oregon
$1.48M
SOS
882
Silver Oak Securities
Tennessee
$1.48M
VFA
883
Voya Financial Advisors
Connecticut
$1.48M
NSB
884
Norway Savings Bank
Maine
$1.48M
NL
885
NVWM LLC
Pennsylvania
$1.47M
NFC
886
Northeast Financial Consultants
Connecticut
$1.47M
CW
887
CreativeOne Wealth
Kansas
$1.46M
RWM
888
Ritholtz Wealth Management
New York
$1.46M
WG
889
Welch Group
Alabama
$1.46M
PG
890
Patten Group
Tennessee
$1.46M
PIM
891
Pullen Investment Management
Florida
$1.45M
MFIM
892
Mesirow Financial Investment Management
Illinois
$1.45M
ACG
893
Allen Capital Group
Nebraska
$1.44M
RFN
894
RDA Financial Network
Iowa
$1.44M
SFA
895
Souders Financial Advisors
Ohio
$1.44M
BL
896
BFSG LLC
California
$1.43M
TPA
897
Trivium Point Advisory
Connecticut
$1.43M
MAM
898
Mystic Asset Management
Rhode Island
$1.43M
RCM
899
Raleigh Capital Management
North Carolina
$1.42M
WJWM
900
Williams Jones Wealth Management
New York
$1.42M