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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
Jones Financial Companies
76
Jones Financial Companies
Missouri
$94.2M
CI
77
Cincinnati Insurance
Ohio
$93.8M
Focus Partners Wealth
78
Focus Partners Wealth
Massachusetts
$92.1M
HighTower Advisors
79
HighTower Advisors
Illinois
$90.5M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
80
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$89.8M
Schroder Investment Management Group
81
Schroder Investment Management Group
United Kingdom
$89.3M
APG Asset Management
82
APG Asset Management
Netherlands
$87.5M
ZP
83
Zimmer Partners
New York
$87.1M
State Board of Administration of Florida Retirement System
84
State Board of Administration of Florida Retirement System
Florida
$86.8M
Truist Financial
85
Truist Financial
North Carolina
$85.8M
BNP Paribas Financial Markets
86
BNP Paribas Financial Markets
France
$85.7M
Nordea Investment Management
87
Nordea Investment Management
Sweden
$85.7M
Wealth Enhancement Advisory Services
88
Wealth Enhancement Advisory Services
Minnesota
$79.7M
PNC Financial Services Group
89
PNC Financial Services Group
Pennsylvania
$78.5M
Janney Montgomery Scott
90
Janney Montgomery Scott
Pennsylvania
$75.3M
New York State Teachers Retirement System (NYSTRS)
91
New York State Teachers Retirement System (NYSTRS)
New York
$73.7M
Korea Investment Corp
92
Korea Investment Corp
South Korea
$72.2M
Adage Capital Partners
93
Adage Capital Partners
Massachusetts
$72.2M
Commonwealth Equity Services
94
Commonwealth Equity Services
Massachusetts
$70.4M
Baird Financial Group
95
Baird Financial Group
Wisconsin
$70.3M
BCWM
96
Bartlett & Co Wealth Management
Ohio
$69.6M
SCP
97
Soroban Capital Partners
New York
$67.3M
Victory Capital Management
98
Victory Capital Management
Texas
$66.9M
National Bank of Canada
99
National Bank of Canada
Quebec, Canada
$66.1M
Marshall Wace
100
Marshall Wace
United Kingdom
$65.8M