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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 157 funds opening new positions, 1,023 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: 2,2402,252 (+12)

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
EWA
1001
EverSource Wealth Advisors
Alabama
$1.09M
SWM
1002
Segment Wealth Management
Texas
$1.09M
GHA
1003
GW Henssler & Associates
Georgia
$1.08M
EPM
1004
Elm Partners Management
Pennsylvania
$1.08M
LNWWM
1005
Laird Norton Wetherby Wealth Management
California
$1.08M
FMB
1006
Field & Main Bank
Kentucky
$1.08M
JCFM
1007
JBR Co Financial Management
Oklahoma
$1.07M
TTWM
1008
TCV Trust & Wealth Management
Virginia
$1.06M
FDS
1009
First Dallas Securities
Texas
$1.06M
DWM
1010
Dogwood Wealth Management
Kansas
$1.06M
BPWM
1011
BCS Private Wealth Management
New Jersey
$1.06M
CA
1012
Continuum Advisory
Idaho
$1.06M
WWM
1013
Western Wealth Management
Colorado
$1.05M
CCA
1014
Checchi Capital Advisers
California
$1.05M
MWM
1015
Maridea Wealth Management
New York
$1.05M
KIA
1016
KCM Investment Advisors
California
$1.05M
VCM
1017
Violich Capital Management
California
$1.04M
CWM
1018
Crowley Wealth Management
Delaware
$1.03M
WAM
1019
Wolverine Asset Management
Illinois
$1.03M
PFGIA
1020
Patriot Financial Group Insurance Agency
Massachusetts
$1.03M
SWM
1021
Sculati Wealth Management
Michigan
$1.03M
FCAS
1022
First Command Advisory Services
Texas
$1.03M
SAG
1023
SageView Advisory Group
California
$1.02M
NRS
1024
Neville Rodie & Shaw
New York
$1.02M
AA
1025
Ancora Advisors
Ohio
$1.02M