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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
RCM
901
Raleigh Capital Management
North Carolina
$1.42M
WJWM
902
Williams Jones Wealth Management
New York
$1.42M
FAM
903
Formidable Asset Management
Ohio
$1.42M
IIM
904
InTrack Investment Management
Vermont
$1.42M
EM
905
Excalibur Management
Massachusetts
$1.42M
PWG
906
Portside Wealth Group
Utah
$1.41M
MHIC
907
Marble Harbor Investment Counsel
Massachusetts
$1.41M
CCAM
908
Cascades Capital Asset Management
North Carolina
$1.41M
FRA
909
Frank Rimerman Advisors
California
$1.41M
BFS
910
Burkett Financial Services
South Carolina
$1.41M
EFG
911
Everhart Financial Group
Ohio
$1.41M
MWM
912
Modern Wealth Management
Kansas
$1.4M
LWM
913
LongView Wealth Management
Georgia
$1.4M
JSL
914
JT Stratford LLC
Georgia
$1.39M
GSB
915
Greenfield Savings Bank
Massachusetts
$1.38M
TG
916
TCW Group
California
$1.38M
IAIM
917
International Assets Investment Management
Florida
$1.37M
CA
918
Claro Advisors
Massachusetts
$1.37M
HSA
919
HBK Sorce Advisory
Pennsylvania
$1.36M
FT
920
Fiduciary Trust
Massachusetts
$1.36M
CAM
921
Columbia Asset Management
Michigan
$1.35M
BFO
922
Biltmore Family Office
North Carolina
$1.35M
LC
923
LCNB Corp
Ohio
$1.35M
LIA
924
LS Investment Advisors
Michigan
$1.34M
BRWA
925
B. Riley Wealth Advisors
Florida
$1.33M