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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
PWP
951
Phillips Wealth Planners
Mississippi
$1.24M
HKIM
952
Hayek Kallen Investment Management
Alabama
$1.23M
SC
953
Schulhoff & Co
Ohio
$1.23M
RFA
954
Rollins Financial Advisors
New York
$1.23M
AB
955
Atlas Brown
Kentucky
$1.23M
RF
956
Roxbury Financial
New Jersey
$1.23M
CAM
957
Cresset Asset Management
Illinois
$1.22M
UFF
958
USA Financial Formulas
Michigan
$1.22M
WPP
959
Whalerock Point Partners
Rhode Island
$1.22M
FNC
960
First National Corp
Massachusetts
$1.21M
BP
961
Ballentine Partners
Massachusetts
$1.21M
CC
962
Chicago Capital
Illinois
$1.21M
CTA
963
Chesley Taft & Associates
Illinois
$1.21M
CT
964
Chicago Trust
Illinois
$1.21M
HTC
965
Haverford Trust Company
Pennsylvania
$1.2M
MLA
966
My Legacy Advisors
Oregon
$1.2M
NFC
967
Northstar Financial Companies
Pennsylvania
$1.19M
SFI
968
SPC Financial Inc
Maryland
$1.19M
GCM
969
Gables Capital Management
Florida
$1.19M
WCM
970
Winthrop Capital Management
Indiana
$1.18M
OFS
971
OneAscent Financial Services
Alabama
$1.18M
LF
972
LifePlan Financial
Minnesota
$1.18M
MAM
973
Martingale Asset Management
Massachusetts
$1.17M
CWM
974
Challenger Wealth Management
California
$1.17M
PWM
975
Pines Wealth Management
North Carolina
$1.17M