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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
MSFS
1151
Main Street Financial Solutions
Pennsylvania
$756K
CAG
1152
Crestwood Advisors Group
Massachusetts
$756K
DP
1153
Dearborn Partners
Illinois
$755K
DWT
1154
Dorsey & Whitney Trust
South Dakota
$754K
BPC
1155
Bearing Point Capital
Minnesota
$752K
PA
1156
Persium Advisors
Georgia
$752K
CS
1157
Crescent Sterling
Louisiana
$750K
WT
1158
Whittier Trust
California
$750K
AAG
1159
Armstrong Advisory Group
Massachusetts
$748K
PJSIMP
1160
P.J. Schmidt Investment Management (PJS)
Wisconsin
$748K
Edgewood Management
1161
Edgewood Management
Connecticut
$744K
MCM
1162
Monument Capital Management
Virginia
$743K
BSTWA
1163
Blake Schutter Theil Wealth Advisors
Ohio
$742K
NAS
1164
NWF Advisory Services
California
$740K
GB
1165
Goepper Burkhardt
South Carolina
$738K
FB
1166
Finward Bancorp
Indiana
$738K
PL
1167
Perpetual Ltd
Australia
$737K
CIM
1168
CIM Investment Management
Pennsylvania
$734K
MNBTD
1169
Moody National Bank Trust Division
Texas
$733K
FFWM
1170
Future Financial Wealth Management
Ohio
$732K
LFA
1171
Legacy Financial Advisors
Kentucky
$730K
CSC
1172
Caldwell Sutter Capital
California
$730K
CAS
1173
Coppell Advisory Solutions
Texas
$729K
NB
1174
Northwest Bancshares
Pennsylvania
$727K
UBG
1175
United Bank (Georgia)
Georgia
$724K