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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
OWM
876
Orca Wealth Management
Florida
$1.5M
EGM
877
Engineers Gate Manager
New York
$1.49M
A
878
AlphaQuest
New York
$1.49M
GWM
879
Gibbs Wealth Management
Georgia
$1.49M
HCM
880
Highview Capital Management
Illinois
$1.48M
NP
881
Ninepoint Partners
Ontario, Canada
$1.48M
CIC
882
Cornercap Investment Counsel
Georgia
$1.48M
RFA
883
ROI Financial Advisors
Oregon
$1.48M
SOS
884
Silver Oak Securities
Tennessee
$1.48M
VFA
885
Voya Financial Advisors
Connecticut
$1.48M
NSB
886
Norway Savings Bank
Maine
$1.48M
NL
887
NVWM LLC
Pennsylvania
$1.47M
NFC
888
Northeast Financial Consultants
Connecticut
$1.47M
CW
889
CreativeOne Wealth
Kansas
$1.46M
RWM
890
Ritholtz Wealth Management
New York
$1.46M
WG
891
Welch Group
Alabama
$1.46M
PG
892
Patten Group
Tennessee
$1.46M
PIM
893
Pullen Investment Management
Florida
$1.45M
MFIM
894
Mesirow Financial Investment Management
Illinois
$1.45M
ACG
895
Allen Capital Group
Nebraska
$1.44M
RFN
896
RDA Financial Network
Iowa
$1.44M
SFA
897
Souders Financial Advisors
Ohio
$1.44M
BL
898
BFSG LLC
California
$1.43M
TPA
899
Trivium Point Advisory
Connecticut
$1.43M
MAM
900
Mystic Asset Management
Rhode Island
$1.43M