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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
GS
926
GTS Securities
New York
$1.32M
AWM
927
Allen Wealth Management
North Carolina
$1.32M
NI
928
Nepsis Inc
Minnesota
$1.31M
1SB
929
1ST Source Bank
Indiana
$1.3M
OF
930
Outfitter Financial
Maine
$1.3M
PA
931
Parallel Advisors
California
$1.29M
IAS
932
Insigneo Advisory Services
Florida
$1.28M
NFSG
933
Newbridge Financial Services Group
Florida
$1.28M
Nomura Holdings
934
Nomura Holdings
Japan
$1.28M
EWM
935
Evermay Wealth Management
Virginia
$1.28M
TAM
936
Tocqueville Asset Management
New York
$1.28M
KFGK
937
Keystone Financial Group (Kentucky)
Kentucky
$1.27M
FCCM
938
First City Capital Management
Georgia
$1.27M
BHA
939
Beech Hill Advisors
New York
$1.27M
ClearBridge Investments
940
ClearBridge Investments
New York
$1.27M
WFS
941
Widmann Financial Services
Maryland
$1.27M
CI
942
Cherokee Insurance
Michigan
$1.26M
CIC
943
Carnegie Investment Counsel
Ohio
$1.26M
FNFDCM
944
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.26M
ILI
945
Invesco LLC (Illinois)
Illinois
$1.26M
FCM
946
Fourpath Capital Management
Oklahoma
$1.26M
VA
947
Valmark Advisers
Ohio
$1.25M
THCM
948
Taylor Hoffman Capital Management
Virginia
$1.24M
PWP
949
Phillips Wealth Planners
Mississippi
$1.24M
HKIM
950
Hayek Kallen Investment Management
Alabama
$1.23M