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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
CFS
1076
Cannon Financial Strategists
Georgia
$907K
V
1077
VeraBank
Texas
$906K
CD
1078
Chapin Davis
Maryland
$903K
ESB
1079
Essex Savings Bank
Connecticut
$900K
FG
1080
Fiduciary Group
Georgia
$896K
CI
1081
Cigna Investments
Connecticut
$896K
VSQM
1082
V-Square Quantitative Management
Illinois
$894K
T
1083
Tableaux
Massachusetts
$892K
TCOTS
1084
Trust Company of the South
North Carolina
$891K
HNWAG
1085
High Net Worth Advisory Group
Florida
$885K
OHWA
1086
Oak Hill Wealth Advisors
Virginia
$884K
CB
1087
Cadence Bank
Mississippi
$884K
KCM
1088
Kanawha Capital Management
Virginia
$884K
BIM
1089
Baldwin Investment Management
Pennsylvania
$884K
VCM
1090
Voleon Capital Management
California
$882K
WMA
1091
West Michigan Advisors
Michigan
$879K
BHCM
1092
Brevan Howard Capital Management
Jersey
$873K
AFA
1093
AA Financial Advisors
Ohio
$870K
GFP
1094
Gryphon Financial Partners
Ohio
$868K
BIA
1095
Bigelow Investment Advisors
Maine
$864K
ACGA
1096
Atlanta Consulting Group Advisors
Georgia
$863K
MFA
1097
Mayflower Financial Advisors
Massachusetts
$863K
SC
1098
Syon Capital
California
$862K
ZIM
1099
Zacks Investment Management
Illinois
$858K
PAI
1100
Pittenger & Anderson Inc
Nebraska
$856K