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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
BLFG
1126
Brian Low Financial Group
Louisiana
$799K
KMWM
1127
Keudell/Morrison Wealth Management
Oregon
$797K
AA
1128
ALPS Advisors
Colorado
$796K
LMKC
1129
L.M. Kohn & Company
Ohio
$791K
CAM
1130
Carret Asset Management
New York
$789K
HCM
1131
Hengehold Capital Management
Ohio
$789K
CCM
1132
Cobler Capital Management
Kansas
$788K
AWA
1133
Adapt Wealth Advisors
Georgia
$785K
LWAM
1134
Legacy Wealth Asset Management
Minnesota
$782K
AF
1135
Advisornet Financial
Minnesota
$780K
LFG
1136
Larson Financial Group
Missouri
$775K
WBCM
1137
Wilson & Boucher Capital Management
California
$772K
SC
1138
Sapient Capital
Indiana
$771K
SSA
1139
Schonfeld Strategic Advisors
New York
$770K
AIMA
1140
Ables Iannone Moore & Associates
Georgia
$769K
WMA
1141
Wealth Management Associates
New Jersey
$768K
STA
1142
Smith Thornton Advisors
Alabama
$768K
MFC
1143
Mechanics Financial Corp
Ohio
$765K
DI
1144
Diligent Investors
California
$764K
OIA
1145
Optimum Investment Advisors
Illinois
$763K
CSI
1146
Cross Staff Investments
New York
$761K
VH
1147
Visionary Horizons
Tennessee
$761K
3IP
1148
3Chopt Investment Partners
Virginia
$759K
I
1149
InceptionR
California
$759K
SWM
1150
Stockman Wealth Management
Montana
$757K