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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
SWA
1126
Stratos Wealth Advisors
Ohio
$805K
AFP
1127
Ausdal Financial Partners
Iowa
$802K
PAG
1128
Powers Advisory Group
Illinois
$799K
BLFG
1129
Brian Low Financial Group
Louisiana
$799K
KMWM
1130
Keudell/Morrison Wealth Management
Oregon
$797K
AA
1131
ALPS Advisors
Colorado
$796K
LMKC
1132
L.M. Kohn & Company
Ohio
$791K
CAM
1133
Carret Asset Management
New York
$789K
HCM
1134
Hengehold Capital Management
Ohio
$789K
CCM
1135
Cobler Capital Management
Kansas
$788K
AWA
1136
Adapt Wealth Advisors
Georgia
$785K
LWAM
1137
Legacy Wealth Asset Management
Minnesota
$782K
AF
1138
Advisornet Financial
Minnesota
$780K
LFG
1139
Larson Financial Group
Missouri
$775K
WBCM
1140
Wilson & Boucher Capital Management
California
$772K
SC
1141
Sapient Capital
Indiana
$771K
SSA
1142
Schonfeld Strategic Advisors
New York
$770K
AIMA
1143
Ables Iannone Moore & Associates
Georgia
$769K
WMA
1144
Wealth Management Associates
New Jersey
$768K
STA
1145
Smith Thornton Advisors
Alabama
$768K
MFC
1146
Mechanics Financial Corp
Ohio
$765K
DI
1147
Diligent Investors
California
$764K
OIA
1148
Optimum Investment Advisors
Illinois
$763K
CSI
1149
Cross Staff Investments
New York
$761K
VH
1150
Visionary Horizons
Tennessee
$761K