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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
FCAS
1026
First Command Advisory Services
Texas
$1.03M
SAG
1027
SageView Advisory Group
California
$1.02M
NRS
1028
Neville Rodie & Shaw
New York
$1.02M
AA
1029
Ancora Advisors
Ohio
$1.02M
GWA
1030
Gratus Wealth Advisors
Virginia
$1.01M
SLI
1031
Sumitomo Life Insurance
Japan
$1.01M
CFCI
1032
Comprehensive Financial Consultants Institutional
Indiana
$1.01M
CCWM
1033
Cassaday & Co Wealth Management
Virginia
$1.01M
ACM
1034
Allred Capital Management
Texas
$1.01M
APP
1035
Avantax Planning Partners
Iowa
$1M
GWANC
1036
Guardian Wealth Advisors (North Carolina)
North Carolina
$1M
PCM
1037
Parsons Capital Management
Rhode Island
$995K
TWM
1038
Thrive Wealth Management
Pennsylvania
$991K
GVAG
1039
Great Valley Advisor Group
Delaware
$991K
SCM
1040
SCS Capital Management
Massachusetts
$989K
FVWA
1041
Foster Victor Wealth Advisors
South Carolina
$986K
WFI
1042
West Family Investments
California
$981K
Los Angeles Capital Management
1043
Los Angeles Capital Management
California
$981K
KA
1044
Kovack Advisors
Florida
$980K
JSW
1045
Journey Strategic Wealth
New Jersey
$978K
SC
1046
Sawyer & Company
Massachusetts
$965K
WHRC
1047
W.H. Reaves & Co
New Jersey
$963K
TRCT
1048
Tower Research Capital (TRC)
New York
$961K
IFU
1049
iSAM Funds (UK)
United Kingdom
$961K
IA
1050
Inspire Advisors
Idaho
$960K