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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
FMP
1176
Financial Management Professionals
Texas
$720K
CWMP
1177
Clarion Wealth Managment Partners
Virginia
$720K
MTC
1178
McDaniel Terry & Co
Texas
$719K
CCA
1179
Cobblestone Capital Advisors
New York
$718K
GSEP
1180
Golden State Equity Partners
California
$715K
GEA
1181
Glen Eagle Advisors
New Jersey
$715K
MSS
1182
Mitchell Sinkler & Starr
Pennsylvania
$714K
CAM
1183
Cidel Asset Management
Ontario, Canada
$714K
LF
1184
Lantz Financial
Illinois
$713K
BJL
1185
Brighton Jones LLC
Washington
$713K
HBT
1186
Hills Bank & Trust
Iowa
$713K
BONH
1187
Bank of New Hampshire
New Hampshire
$712K
WPC
1188
Waters Parkerson & Co
Louisiana
$711K
AC
1189
Avestar Capital
New York
$710K
SACTSONJ
1190
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$708K
IC
1191
Iconiq Capital
California
$708K
P
1192
Pitcairn
Pennsylvania
$707K
AWM
1193
Aegis Wealth Management
Maryland
$704K
PFBT
1194
Parkside Financial Bank & Trust
Missouri
$703K
AC
1195
AlphaCore Capital
California
$698K
ATS
1196
Ashton Thomas Securities
New York
$697K
EB
1197
Eastern Bank
Massachusetts
$694K
WTC
1198
WhitTier Trust Company
Nevada
$692K
Acadian Asset Management
1199
Acadian Asset Management
Massachusetts
$692K
CA
1200
Calton & Associates
Florida
$689K