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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
BP
1051
BNP Paribas
France
$960K
BWM
1052
BCS Wealth Management
Tennessee
$955K
BWS
1053
Buck Wealth Strategies
Colorado
$954K
NRD
1054
Nebula Research & Development
New York
$954K
FNBTCON
1055
First National Bank & Trust Co of Newtown
Pennsylvania
$947K
SC
1056
Steph & Co
Wisconsin
$946K
ACS
1057
Archford Capital Strategies
Illinois
$943K
HFS
1058
Horizon Financial Services
North Carolina
$941K
AMBIA
1059
Allen Mooney & Barnes Investment Advisors
Georgia
$941K
CIA
1060
Cape Investment Advisory
Georgia
$940K
SC
1061
Scotia Capital
Ontario, Canada
$938K
SKK
1062
Shepherd Kaplan Krochuk
Massachusetts
$938K
IB
1063
Intrust Bank
Kansas
$932K
HPC
1064
HM Payson & Co
Maine
$931K
HA
1065
Huntleigh Advisors
Missouri
$931K
BHIA
1066
Birch Hill Investment Advisors
Massachusetts
$931K
RCAG
1067
Rehmann Capital Advisory Group
Michigan
$930K
ACP
1068
Aviance Capital Partners
Florida
$928K
WHC
1069
Wulff, Hansen & Co
California
$925K
BRWM
1070
Blue Rock Wealth Management
North Carolina
$923K
HIMC
1071
Heritage Investors Management Corp
Maryland
$920K
USCWA
1072
U.S. Capital Wealth Advisors
Texas
$919K
DA
1073
Doliver Advisors
Texas
$918K
MFG
1074
MidWestOne Financial Group
Iowa
$917K
MYAM
1075
Meiji Yasuda Asset Management
Japan
$916K