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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
MGIA
1101
Moneta Group Investment Advisors
Missouri
$854K
KA
1102
KLCM Advisors
Wisconsin
$852K
MS
1103
Madden Securities
Texas
$852K
MA
1104
McGrath & Associates
North Carolina
$849K
RWM
1105
Revisor Wealth Management
Ohio
$846K
KFA
1106
Kapstone Financial Advisors
Ohio
$840K
MFGM
1107
Marshall Financial Group (Maryland)
Maryland
$839K
AFG
1108
Albion Financial Group
Utah
$831K
CAI
1109
Capital Advisors Inc
Oklahoma
$828K
AV
1110
Alamea Verwaltungs
New Jersey
$827K
CI
1111
CX Institutional
Indiana
$821K
SIS
1112
Sound Income Strategies
Florida
$819K
FCP
1113
Fidelis Capital Partners
Florida
$818K
AWA
1114
Arete Wealth Advisors
Illinois
$816K
AIC
1115
Archer Investment Corporation
Indiana
$815K
WT
1116
Washington Trust
Rhode Island
$813K
PA
1117
Prossimo Advisors
California
$811K
VVP
1118
Venture Visionary Partners
Ohio
$808K
WFG
1119
Wills Financial Group
Virginia
$807K
JGUA
1120
John G. Ullman & Associates
New York
$806K
PCMN
1121
Paradigm Capital Management (Nevada)
Nevada
$806K
MCM
1122
Manchester Capital Management
Vermont
$805K
SWA
1123
Stratos Wealth Advisors
Ohio
$805K
AFP
1124
Ausdal Financial Partners
Iowa
$802K
PAG
1125
Powers Advisory Group
Illinois
$799K