DUK icon

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 %
CAL
1251
Capital Analysts LLC
Pennsylvania
$629K -$20.3K -172 -3%
AIM
1252
Aspen Investment Management
Michigan
$628K +$53.1K +450 +9%
HCM
1253
Howard Capital Management
Georgia
$627K +$69.6K +590 +12%
RFA
1254
Register Financial Advisors
Georgia
$627K -$17.5K -148 -3%
NB
1255
NBT Bank
New York
$626K -$85.4K -724 -12%
IF
1256
Intrua Financial
Texas
$625K -$20.5K -174 -3%
APIM
1257
Agate Pass Investment Management
Washington
$625K -$11.8K -100 -2%
CFP
1258
Catalyst Financial Partners
Massachusetts
$624K +$23K +195 +4%
HL
1259
HeadInvest LLC
Maine
$623K -$117K -992 -16%
MA
1260
MBA Advisors
Pennsylvania
$620K +$6.49K +55 +1%
PWM
1261
PBMares Wealth Management
Virginia
$616K
SLT
1262
St Louis Trust
Missouri
$614K
CA
1263
Crewe Advisors
Utah
$614K +$6.61K +56 +1%
AC
1264
Apella Capital
Connecticut
$612K +$24.5K +209 +4%
PA
1265
Probity Advisors
Texas
$610K -$21.1K -179 -3%
CF
1266
Centaurus Financial
California
$609K -$472 -4 -0.1%
CFO
1267
CVA Family Office
Colorado
$608K -$4.01K -34 -0.7%
NW
1268
NewEdge Wealth
Pennsylvania
$607K -$21.9K -174 -3%
CWM
1269
Cordatus Wealth Management
Pennsylvania
$606K -$3.07K -26 -0.5%
FIM
1270
Fruth Investment Management
Texas
$606K -$825 -7 -0.1%
JWA
1271
JFS Wealth Advisors
Pennsylvania
$604K -$2.83K -24 -0.5%
RCM
1272
RB Capital Management
Nevada
$603K -$31K -263 -5%
CA
1273
CoreCap Advisors
Michigan
$603K -$129K -1,094 -18%
BFA
1274
Bill Few Associates
Pennsylvania
$602K +$6.37K +54 +1%
RFA
1275
Resurgent Financial Advisors
Georgia
$602K +$198K +1,677 +49%