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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
FAM
901
Formidable Asset Management
Ohio
$1.42M
IIM
902
InTrack Investment Management
Vermont
$1.42M
EM
903
Excalibur Management
Massachusetts
$1.42M
PWG
904
Portside Wealth Group
Utah
$1.41M
MHIC
905
Marble Harbor Investment Counsel
Massachusetts
$1.41M
CCAM
906
Cascades Capital Asset Management
North Carolina
$1.41M
FRA
907
Frank Rimerman Advisors
California
$1.41M
BFS
908
Burkett Financial Services
South Carolina
$1.41M
MWM
909
Modern Wealth Management
Kansas
$1.41M
EFG
910
Everhart Financial Group
Ohio
$1.41M
LWM
911
LongView Wealth Management
Georgia
$1.4M
JSL
912
JT Stratford LLC
Georgia
$1.39M
GSB
913
Greenfield Savings Bank
Massachusetts
$1.38M
TG
914
TCW Group
California
$1.38M
IAIM
915
International Assets Investment Management
Florida
$1.37M
CA
916
Claro Advisors
Massachusetts
$1.37M
HSA
917
HBK Sorce Advisory
Pennsylvania
$1.36M
FT
918
Fiduciary Trust
Massachusetts
$1.36M
CAM
919
Columbia Asset Management
Michigan
$1.35M
BFO
920
Biltmore Family Office
North Carolina
$1.35M
LC
921
LCNB Corp
Ohio
$1.35M
LIA
922
LS Investment Advisors
Michigan
$1.34M
BRWA
923
B. Riley Wealth Advisors
Florida
$1.33M
LWP
924
LMG Wealth Partners
Louisiana
$1.32M
PIM
925
Penobscot Investment Management
Massachusetts
$1.32M