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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
3IP
1151
3Chopt Investment Partners
Virginia
$759K
I
1152
InceptionR
California
$759K
SWM
1153
Stockman Wealth Management
Montana
$757K
MSFS
1154
Main Street Financial Solutions
Pennsylvania
$756K
CAG
1155
Crestwood Advisors Group
Massachusetts
$756K
DP
1156
Dearborn Partners
Illinois
$755K
DWT
1157
Dorsey & Whitney Trust
South Dakota
$754K
BPC
1158
Bearing Point Capital
Minnesota
$752K
PA
1159
Persium Advisors
Georgia
$752K
CS
1160
Crescent Sterling
Louisiana
$750K
WT
1161
Whittier Trust
California
$750K
AAG
1162
Armstrong Advisory Group
Massachusetts
$748K
PJSIMP
1163
P.J. Schmidt Investment Management (PJS)
Wisconsin
$748K
Edgewood Management
1164
Edgewood Management
Connecticut
$744K
MCM
1165
Monument Capital Management
Virginia
$743K
BSTWA
1166
Blake Schutter Theil Wealth Advisors
Ohio
$742K
NAS
1167
NWF Advisory Services
California
$740K
GB
1168
Goepper Burkhardt
South Carolina
$738K
FB
1169
Finward Bancorp
Indiana
$738K
PL
1170
Perpetual Ltd
Australia
$737K
CIM
1171
CIM Investment Management
Pennsylvania
$734K
MNBTD
1172
Moody National Bank Trust Division
Texas
$733K
FFWM
1173
Future Financial Wealth Management
Ohio
$732K
LFA
1174
Legacy Financial Advisors
Kentucky
$730K
CSC
1175
Caldwell Sutter Capital
California
$730K