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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
LWP
926
LMG Wealth Partners
Louisiana
$1.32M
PIM
927
Penobscot Investment Management
Massachusetts
$1.32M
GS
928
GTS Securities
New York
$1.32M
AWM
929
Allen Wealth Management
North Carolina
$1.32M
NI
930
Nepsis Inc
Minnesota
$1.31M
1SB
931
1ST Source Bank
Indiana
$1.3M
OF
932
Outfitter Financial
Maine
$1.3M
PA
933
Parallel Advisors
California
$1.29M
IAS
934
Insigneo Advisory Services
Florida
$1.28M
NFSG
935
Newbridge Financial Services Group
Florida
$1.28M
Nomura Holdings
936
Nomura Holdings
Japan
$1.28M
EWM
937
Evermay Wealth Management
Virginia
$1.28M
TAM
938
Tocqueville Asset Management
New York
$1.28M
KFGK
939
Keystone Financial Group (Kentucky)
Kentucky
$1.27M
FCCM
940
First City Capital Management
Georgia
$1.27M
BHA
941
Beech Hill Advisors
New York
$1.27M
ClearBridge Investments
942
ClearBridge Investments
New York
$1.27M
WFS
943
Widmann Financial Services
Maryland
$1.27M
CI
944
Cherokee Insurance
Michigan
$1.26M
CIC
945
Carnegie Investment Counsel
Ohio
$1.26M
FNFDCM
946
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.26M
ILI
947
Invesco LLC (Illinois)
Illinois
$1.26M
FCM
948
Fourpath Capital Management
Oklahoma
$1.26M
VA
949
Valmark Advisers
Ohio
$1.25M
THCM
950
Taylor Hoffman Capital Management
Virginia
$1.24M