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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
SC
1101
Syon Capital
California
$862K
ZIM
1102
Zacks Investment Management
Illinois
$858K
PAI
1103
Pittenger & Anderson Inc
Nebraska
$856K
MGIA
1104
Moneta Group Investment Advisors
Missouri
$854K
KA
1105
KLCM Advisors
Wisconsin
$852K
MS
1106
Madden Securities
Texas
$852K
MA
1107
McGrath & Associates
North Carolina
$849K
RWM
1108
Revisor Wealth Management
Ohio
$846K
KFA
1109
Kapstone Financial Advisors
Ohio
$840K
MFGM
1110
Marshall Financial Group (Maryland)
Maryland
$839K
AFG
1111
Albion Financial Group
Utah
$831K
CAI
1112
Capital Advisors Inc
Oklahoma
$828K
AV
1113
Alamea Verwaltungs
New Jersey
$827K
CI
1114
CX Institutional
Indiana
$821K
SIS
1115
Sound Income Strategies
Florida
$819K
FCP
1116
Fidelis Capital Partners
Florida
$818K
AWA
1117
Arete Wealth Advisors
Illinois
$816K
AIC
1118
Archer Investment Corporation
Indiana
$815K
WT
1119
Washington Trust
Rhode Island
$813K
PA
1120
Prossimo Advisors
California
$811K
VVP
1121
Venture Visionary Partners
Ohio
$808K
WFG
1122
Wills Financial Group
Virginia
$807K
JGUA
1123
John G. Ullman & Associates
New York
$806K
PCMN
1124
Paradigm Capital Management (Nevada)
Nevada
$806K
MCM
1125
Manchester Capital Management
Vermont
$805K