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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
RA
976
Ransom Advisory
Rhode Island
$1.16M
RGF
977
Retirement Guys Formula
Ohio
$1.16M
CCP
978
Cassia Capital Partners
North Carolina
$1.16M
HAM
979
Harmony Asset Management
Arizona
$1.16M
VAM
980
Verity Asset Management
North Carolina
$1.15M
FC
981
FCA Corp
Texas
$1.15M
APG
982
Abacus Planning Group
South Carolina
$1.15M
KCPG
983
Kavar Capital Partners Group
Kansas
$1.14M
CIAS
984
CFS Investment Advisory Services
New Jersey
$1.14M
CG
985
Corundum Group
Colorado
$1.14M
OKSA
986
O'Keefe Stevens Advisory
New York
$1.14M
BWP
987
Balboa Wealth Partners
Arizona
$1.13M
DFA
988
Delta Financial Advisors
Louisiana
$1.13M
ISL
989
Ingalls & Snyder LLC
New York
$1.13M
MW
990
MBL Wealth
North Carolina
$1.13M
FPL
991
Fortress Private Ledger
North Carolina
$1.13M
UBV
992
United Bank (Virginia)
Virginia
$1.13M
KWA
993
Kellett Wealth Advisors
Ohio
$1.12M
PA
994
Procyon Advisors
Connecticut
$1.12M
SCM
995
Sollinda Capital Management
Florida
$1.11M
GC
996
Grimes & Company
Massachusetts
$1.11M
JAG
997
Journey Advisory Group
Kentucky
$1.11M
FNA
998
First National Advisers
Nebraska
$1.1M
PFSC
999
Peoples Financial Services Corp
Pennsylvania
$1.1M
BAM
1000
Belpointe Asset Management
Nevada
$1.1M