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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
CAS
1176
Coppell Advisory Solutions
Texas
$729K
NB
1177
Northwest Bancshares
Pennsylvania
$727K
UBG
1178
United Bank (Georgia)
Georgia
$724K
FMP
1179
Financial Management Professionals
Texas
$720K
CWMP
1180
Clarion Wealth Managment Partners
Virginia
$720K
MTC
1181
McDaniel Terry & Co
Texas
$719K
CCA
1182
Cobblestone Capital Advisors
New York
$718K
GSEP
1183
Golden State Equity Partners
California
$715K
GEA
1184
Glen Eagle Advisors
New Jersey
$715K
MSS
1185
Mitchell Sinkler & Starr
Pennsylvania
$714K
CAM
1186
Cidel Asset Management
Ontario, Canada
$714K
LF
1187
Lantz Financial
Illinois
$713K
BJL
1188
Brighton Jones LLC
Washington
$713K
HBT
1189
Hills Bank & Trust
Iowa
$713K
BONH
1190
Bank of New Hampshire
New Hampshire
$712K
WPC
1191
Waters Parkerson & Co
Louisiana
$711K
AC
1192
Avestar Capital
New York
$710K
SACTSONJ
1193
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$708K
IC
1194
Iconiq Capital
California
$708K
P
1195
Pitcairn
Pennsylvania
$707K
AWM
1196
Aegis Wealth Management
Maryland
$704K
PFBT
1197
Parkside Financial Bank & Trust
Missouri
$703K
AC
1198
AlphaCore Capital
California
$698K
ATS
1199
Ashton Thomas Securities
New York
$697K
EB
1200
Eastern Bank
Massachusetts
$694K