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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
CCMG
101
Clark Capital Management Group
Pennsylvania
$63.5M
ACM
102
Advisors Capital Management
New Jersey
$61.5M
Cetera Investment Advisers
103
Cetera Investment Advisers
Illinois
$60.5M
FWIA
104
Fort Washington Investment Advisors
Ohio
$59.7M
BC
105
Brookfield Corp
Ontario, Canada
$59.3M
ORIO
106
Old Republic International (ORI)
Illinois
$58.1M
ACG
107
Aventail Capital Group
New York
$57.6M
Osaic Holdings
108
Osaic Holdings
Arizona
$56.8M
SEI Investments
109
SEI Investments
Pennsylvania
$55.6M
Canada Life
110
Canada Life
Manitoba, Canada
$54.1M
Prudential Financial
111
Prudential Financial
New Jersey
$54M
Allspring Global Investments
112
Allspring Global Investments
North Carolina
$52.4M
CAPTRUST Financial Advisors
113
CAPTRUST Financial Advisors
North Carolina
$51.7M
BGIM
114
Brandywine Global Investment Management
Pennsylvania
$51.3M
EIP
115
Epoch Investment Partners
New York
$50.1M
T. Rowe Price Investment Management
116
T. Rowe Price Investment Management
Maryland
$49.5M
VDI
117
Vaughan David Investments
Illinois
$49.3M
State of Wisconsin Investment Board
118
State of Wisconsin Investment Board
Wisconsin
$49.1M
Aberdeen Group
119
Aberdeen Group
United Kingdom
$48.9M
Chevy Chase Trust
120
Chevy Chase Trust
Maryland
$48.8M
Jennison Associates
121
Jennison Associates
New York
$48.8M
US Bancorp
122
US Bancorp
Minnesota
$48.3M
Fifth Third Bancorp
123
Fifth Third Bancorp
Ohio
$47.9M
Pictet Asset Management
124
Pictet Asset Management
Switzerland
$46M
ZIG
125
Zurich Insurance Group
Switzerland
$45.3M