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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
WTC
1201
WhitTier Trust Company
Nevada
$692K
Acadian Asset Management
1202
Acadian Asset Management
Massachusetts
$692K
CA
1203
Calton & Associates
Florida
$689K
NFG
1204
Nations Financial Group
Iowa
$688K
WSC
1205
Wellington Shields & Co
New York
$688K
AWS
1206
Aspen Wealth Strategies
Colorado
$686K
NDBT
1207
North Dallas Bank & Trust
Texas
$686K
EWM
1208
EPG Wealth Management
Georgia
$685K
PCA
1209
Prosperity Capital Advisors
Ohio
$683K
OL
1210
Optas LLC
Texas
$682K
VIPI
1211
Vista Investment Partners II
Indiana
$681K
CPSAC
1212
Chas P. Smith & Associates (CPS)
Florida
$680K
FPGT
1213
Financial Partners Group (Tennessee)
Tennessee
$680K
IBOK
1214
Independence Bank of Kentucky
Kentucky
$679K
CA
1215
Cornerstone Advisory
Maryland
$679K
NP
1216
Nilsine Partners
Colorado
$678K
SLWA
1217
San Luis Wealth Advisors
California
$678K
BIM
1218
Bridges Investment Management
Nebraska
$677K
MMG
1219
Monetary Management Group
Missouri
$676K
GIA
1220
Guyasuta Investment Advisors
Pennsylvania
$676K
Fisher Asset Management
1221
Fisher Asset Management
Washington
$673K
SAI
1222
Savvy Advisors Inc
New York
$671K
FI
1223
Finivi Inc
Massachusetts
$670K
KCIC
1224
Kuhn & Co Investment Counsel
Illinois
$670K
GWAG
1225
Garrett Wealth Advisory Group
Texas
$669K