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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
NP
1001
NorthRock Partners
Minnesota
$1.09M
SCI
1002
Stableford Capital II
Arizona
$1.09M
KFS
1003
Keynote Financial Services
Connecticut
$1.09M
EWA
1004
EverSource Wealth Advisors
Alabama
$1.09M
SWM
1005
Segment Wealth Management
Texas
$1.09M
GHA
1006
GW Henssler & Associates
Georgia
$1.08M
EPM
1007
Elm Partners Management
Pennsylvania
$1.08M
LNWWM
1008
Laird Norton Wetherby Wealth Management
California
$1.08M
FMB
1009
Field & Main Bank
Kentucky
$1.08M
DB
1010
Danske Bank
Denmark
$1.07M
JCFM
1011
JBR Co Financial Management
Oklahoma
$1.07M
TTWM
1012
TCV Trust & Wealth Management
Virginia
$1.06M
FDS
1013
First Dallas Securities
Texas
$1.06M
DWM
1014
Dogwood Wealth Management
Kansas
$1.06M
BPWM
1015
BCS Private Wealth Management
New Jersey
$1.06M
CA
1016
Continuum Advisory
Idaho
$1.06M
WWM
1017
Western Wealth Management
Colorado
$1.05M
CCA
1018
Checchi Capital Advisers
California
$1.05M
MWM
1019
Maridea Wealth Management
New York
$1.05M
KIA
1020
KCM Investment Advisors
California
$1.05M
VCM
1021
Violich Capital Management
California
$1.04M
CWM
1022
Crowley Wealth Management
Delaware
$1.03M
WAM
1023
Wolverine Asset Management
Illinois
$1.03M
PFGIA
1024
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M
SWM
1025
Sculati Wealth Management
Michigan
$1.03M