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Duke Energy

2,236 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,236
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
29.97%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
154
Increased
1,018
Reduced
734
Closed
114
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M
Name Holding Trade Value Shares
Change
Shares
Change %
ACM
1026
Allred Capital Management
Texas
$1.01M -$37.1K -314 -4%
APP
1027
Avantax Planning Partners
Iowa
$1M -$20.1K -170 -2%
GWANC
1028
Guardian Wealth Advisors (North Carolina)
North Carolina
$1M +$18.8K +159 +2%
PCM
1029
Parsons Capital Management
Rhode Island
$995K -$5.51M -46,666 -85%
TWM
1030
Thrive Wealth Management
Pennsylvania
$991K -$2.36K -20 -0.2%
GVAG
1031
Great Valley Advisor Group
Delaware
$991K -$104K -884 -10%
SCM
1032
SCS Capital Management
Massachusetts
$989K +$34.7K +294 +4%
FVWA
1033
Foster Victor Wealth Advisors
South Carolina
$986K +$234 +2 +0%
WFI
1034
West Family Investments
California
$981K +$198K +1,677 +25%
Los Angeles Capital Management
1035
Los Angeles Capital Management
California
$981K -$649K -5,500 -40%
KA
1036
Kovack Advisors
Florida
$980K -$13.5K -114 -1%
JSW
1037
Journey Strategic Wealth
New Jersey
$978K +$498K +4,222 +104%
SC
1038
Sawyer & Company
Massachusetts
$965K -$18.9K -160 -2%
WHRC
1039
W.H. Reaves & Co
New Jersey
$963K -$16.5K -140 -2%
TRCT
1040
Tower Research Capital (TRC)
New York
$961K -$5.36M -45,418 -85%
IFU
1041
iSAM Funds (UK)
United Kingdom
$961K +$961K +8,142 New
IA
1042
Inspire Advisors
Idaho
$960K +$305K +2,587 +47%
BP
1043
BNP Paribas
France
$960K
BWM
1044
BCS Wealth Management
Tennessee
$955K +$747K +6,333 +359%
BWS
1045
Buck Wealth Strategies
Colorado
$954K -$65.3K -553 -6%
NRD
1046
Nebula Research & Development
New York
$954K +$954K +8,082 New
FNBTCON
1047
First National Bank & Trust Co of Newtown
Pennsylvania
$947K -$5.9K -50 -0.6%
SC
1048
Steph & Co
Wisconsin
$946K -$9.68K -82 -1%
ACS
1049
Archford Capital Strategies
Illinois
$943K -$49.3K -418 -5%
HFS
1050
Horizon Financial Services
North Carolina
$941K