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Duke Energy

2,236 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,236
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
29.97%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
154
Increased
1,018
Reduced
734
Closed
114
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M
Name Holding Trade Value Shares
Change
Shares
Change %
XF
1226
XML Financial
Maryland
$658K +$99.7K +845 +18%
NL
1227
NWAM LLC
Washington
$657K +$24.9K +207 +4%
DAS
1228
Diversify Advisory Services
Utah
$655K +$203K +1,630 +45%
ST
1229
Spinnaker Trust
Maine
$655K +$96.8K +820 +17%
SWM
1230
Silverlake Wealth Management
Vermont
$654K -$21.9K -186 -3%
BHC
1231
Bowen Hanes & Co
Florida
$654K
PVM
1232
Palogic Value Management
Texas
$653K
CWP
1233
Cyndeo Wealth Partners
Florida
$653K +$50K +424 +8%
ACI
1234
Alpha Cubed Investments
California
$651K -$4.01K -34 -0.6%
CSIC
1235
Clifford Swan Investment Counsel
California
$649K -$38.9K -330 -6%
PAS
1236
Point72 Asia (Singapore)
Singapore
$647K +$428K +3,626 +195%
Members Trust
1237
Members Trust
Florida
$647K +$97.4K +825 +18%
RPCONE
1238
Retirement Planning Company of New England
Rhode Island
$647K -$1.3K -11 -0.2%
AIP
1239
Almanack Investment Partners
Pennsylvania
$646K +$202K +1,716 +46%
EFA
1240
Edge Financial Advisors
Illinois
$646K +$67.8K +575 +12%
AWM
1241
Aprio Wealth Management
Georgia
$645K +$118K +1,001 +22%
SWM
1242
Spire Wealth Management
Virginia
$645K -$200K -1,699 -24%
TF
1243
Tudor Financial
Ohio
$642K +$10K +85 +2%
HI
1244
Hendershot Investments
Virginia
$642K +$74.3K +630 +13%
Connor, Clark & Lunn Investment Management (CC&L)
1245
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$641K +$307K +2,600 +92%
PCS
1246
Personal CFO Solutions
New Jersey
$638K -$72.8K -617 -10%
CF
1247
Claris Financial
Virginia
$637K -$152K -1,287 -19%
AF
1248
Apexium Financial
Texas
$633K +$15.3K +130 +2%
GL
1249
Graypoint LLC
New York
$631K +$33.6K +285 +6%
BWM
1250
BCGM Wealth Management
Indiana
$629K +$1.42K +12 +0.2%