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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
HAM
976
Harmony Asset Management
Arizona
$1.16M
VAM
977
Verity Asset Management
North Carolina
$1.15M
FC
978
FCA Corp
Texas
$1.15M
APG
979
Abacus Planning Group
South Carolina
$1.15M
KCPG
980
Kavar Capital Partners Group
Kansas
$1.14M
CIAS
981
CFS Investment Advisory Services
New Jersey
$1.14M
CG
982
Corundum Group
Colorado
$1.14M
OKSA
983
O'Keefe Stevens Advisory
New York
$1.14M
BWP
984
Balboa Wealth Partners
Arizona
$1.13M
DFA
985
Delta Financial Advisors
Louisiana
$1.13M
ISL
986
Ingalls & Snyder LLC
New York
$1.13M
MW
987
MBL Wealth
North Carolina
$1.13M
FPL
988
Fortress Private Ledger
North Carolina
$1.13M
UBV
989
United Bank (Virginia)
Virginia
$1.13M
KWA
990
Kellett Wealth Advisors
Ohio
$1.12M
PA
991
Procyon Advisors
Connecticut
$1.12M
SCM
992
Sollinda Capital Management
Florida
$1.11M
GC
993
Grimes & Company
Massachusetts
$1.11M
JAG
994
Journey Advisory Group
Kentucky
$1.11M
FNA
995
First National Advisers
Nebraska
$1.1M
PFSC
996
Peoples Financial Services Corp
Pennsylvania
$1.1M
BAM
997
Belpointe Asset Management
Nevada
$1.1M
NP
998
NorthRock Partners
Minnesota
$1.09M
SCI
999
Stableford Capital II
Arizona
$1.09M
KFS
1000
Keynote Financial Services
Connecticut
$1.09M