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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
AIP
1076
Ameritas Investment Partners
Nebraska
$915K
SAW
1077
Signal Advisors Wealth
Michigan
$913K
HTIM
1078
Harbour Trust & Investment Management
Indiana
$911K
CBOR
1079
Community Bank of Raymore
Missouri
$907K
CFS
1080
Cannon Financial Strategists
Georgia
$907K
V
1081
VeraBank
Texas
$906K
CD
1082
Chapin Davis
Maryland
$903K
ESB
1083
Essex Savings Bank
Connecticut
$900K
FG
1084
Fiduciary Group
Georgia
$896K
CI
1085
Cigna Investments
Connecticut
$896K
VSQM
1086
V-Square Quantitative Management
Illinois
$894K
TCOTS
1087
Trust Company of the South
North Carolina
$891K
HNWAG
1088
High Net Worth Advisory Group
Florida
$885K
OHWA
1089
Oak Hill Wealth Advisors
Virginia
$884K
CB
1090
Cadence Bank
Mississippi
$884K
KCM
1091
Kanawha Capital Management
Virginia
$884K
BIM
1092
Baldwin Investment Management
Pennsylvania
$884K
VCM
1093
Voleon Capital Management
California
$882K
WMA
1094
West Michigan Advisors
Michigan
$879K
BHCM
1095
Brevan Howard Capital Management
Jersey
$873K
AFA
1096
AA Financial Advisors
Ohio
$870K
GFP
1097
Gryphon Financial Partners
Ohio
$868K
BIA
1098
Bigelow Investment Advisors
Maine
$864K
ACGA
1099
Atlanta Consulting Group Advisors
Georgia
$863K
MFA
1100
Mayflower Financial Advisors
Massachusetts
$863K