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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
SC
951
Schulhoff & Co
Ohio
$1.23M
RFA
952
Rollins Financial Advisors
New York
$1.23M
AB
953
Atlas Brown
Kentucky
$1.23M
RF
954
Roxbury Financial
New Jersey
$1.23M
UFF
955
USA Financial Formulas
Michigan
$1.22M
WPP
956
Whalerock Point Partners
Rhode Island
$1.22M
FNC
957
First National Corp
Massachusetts
$1.21M
BP
958
Ballentine Partners
Massachusetts
$1.21M
CC
959
Chicago Capital
Illinois
$1.21M
CTA
960
Chesley Taft & Associates
Illinois
$1.21M
CT
961
Chicago Trust
Illinois
$1.21M
HTC
962
Haverford Trust Company
Pennsylvania
$1.2M
MLA
963
My Legacy Advisors
Oregon
$1.2M
NFC
964
Northstar Financial Companies
Pennsylvania
$1.19M
SFI
965
SPC Financial Inc
Maryland
$1.19M
GCM
966
Gables Capital Management
Florida
$1.19M
WCM
967
Winthrop Capital Management
Indiana
$1.18M
OFS
968
OneAscent Financial Services
Alabama
$1.18M
LF
969
LifePlan Financial
Minnesota
$1.18M
MAM
970
Martingale Asset Management
Massachusetts
$1.17M
CWM
971
Challenger Wealth Management
California
$1.17M
PWM
972
Pines Wealth Management
North Carolina
$1.17M
RA
973
Ransom Advisory
Rhode Island
$1.16M
RGF
974
Retirement Guys Formula
Ohio
$1.16M
CCP
975
Cassia Capital Partners
North Carolina
$1.16M