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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
BA
1226
Bridgewater Advisors
New York
$666K
TA
1227
TFG Advisers
Michigan
$665K
SIMG
1228
Sonora Investment Management Group
Arizona
$663K
SS
1229
SBI Securities
Japan
$662K
WA
1230
WESPAC Advisors
California
$661K
EGA
1231
E&G Advisors
Texas
$661K
FFG
1232
First Financial Group
North Carolina
$660K
IAS
1233
Investment Advisory Services
Texas
$660K
VCP
1234
Verus Capital Partners
Arizona
$658K
XF
1235
XML Financial
Maryland
$658K
NL
1236
NWAM LLC
Washington
$657K
DAS
1237
Diversify Advisory Services
Utah
$655K
Q1WB
1238
Quest 10 Wealth Builders
Virginia
$655K
ST
1239
Spinnaker Trust
Maine
$655K
SWM
1240
Silverlake Wealth Management
Vermont
$654K
BHC
1241
Bowen Hanes & Co
Florida
$654K
PVM
1242
Palogic Value Management
Texas
$653K
CWP
1243
Cyndeo Wealth Partners
Florida
$653K
ACI
1244
Alpha Cubed Investments
California
$651K
CSIC
1245
Clifford Swan Investment Counsel
California
$649K
PAS
1246
Point72 Asia (Singapore)
Singapore
$647K
Members Trust
1247
Members Trust
Florida
$647K
RPCONE
1248
Retirement Planning Company of New England
Rhode Island
$647K
AIP
1249
Almanack Investment Partners
Pennsylvania
$646K
EFA
1250
Edge Financial Advisors
Illinois
$646K