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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
GWA
1026
Gratus Wealth Advisors
Virginia
$1.01M
SLI
1027
Sumitomo Life Insurance
Japan
$1.01M
CFCI
1028
Comprehensive Financial Consultants Institutional
Indiana
$1.01M
CCWM
1029
Cassaday & Co Wealth Management
Virginia
$1.01M
ACM
1030
Allred Capital Management
Texas
$1.01M
APP
1031
Avantax Planning Partners
Iowa
$1M
GWANC
1032
Guardian Wealth Advisors (North Carolina)
North Carolina
$1M
PCM
1033
Parsons Capital Management
Rhode Island
$995K
TWM
1034
Thrive Wealth Management
Pennsylvania
$991K
GVAG
1035
Great Valley Advisor Group
Delaware
$991K
SCM
1036
SCS Capital Management
Massachusetts
$989K
FVWA
1037
Foster Victor Wealth Advisors
South Carolina
$986K
WFI
1038
West Family Investments
California
$981K
Los Angeles Capital Management
1039
Los Angeles Capital Management
California
$981K
KA
1040
Kovack Advisors
Florida
$980K
JSW
1041
Journey Strategic Wealth
New Jersey
$978K
SC
1042
Sawyer & Company
Massachusetts
$965K
WHRC
1043
W.H. Reaves & Co
New Jersey
$963K
TRCT
1044
Tower Research Capital (TRC)
New York
$961K
IFU
1045
iSAM Funds (UK)
United Kingdom
$961K
IA
1046
Inspire Advisors
Idaho
$960K
BP
1047
BNP Paribas
France
$960K
BWM
1048
BCS Wealth Management
Tennessee
$955K
BWS
1049
Buck Wealth Strategies
Colorado
$954K
NRD
1050
Nebula Research & Development
New York
$954K