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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
AWM
1251
Aprio Wealth Management
Georgia
$645K
SWM
1252
Spire Wealth Management
Virginia
$645K
TF
1253
Tudor Financial
Ohio
$642K
HI
1254
Hendershot Investments
Virginia
$642K
Connor, Clark & Lunn Investment Management (CC&L)
1255
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$641K
PCS
1256
Personal CFO Solutions
New Jersey
$638K
CF
1257
Claris Financial
Virginia
$637K
AF
1258
Apexium Financial
Texas
$633K
GL
1259
Graypoint LLC
New York
$631K
BWM
1260
BCGM Wealth Management
Indiana
$629K
CAL
1261
Capital Analysts LLC
Pennsylvania
$629K
AIM
1262
Aspen Investment Management
Michigan
$628K
HCM
1263
Howard Capital Management
Georgia
$627K
RFA
1264
Register Financial Advisors
Georgia
$627K
NB
1265
NBT Bank
New York
$626K
IF
1266
Intrua Financial
Texas
$625K
APIM
1267
Agate Pass Investment Management
Washington
$625K
CFP
1268
Catalyst Financial Partners
Massachusetts
$624K
HL
1269
HeadInvest LLC
Maine
$623K
MA
1270
MBA Advisors
Pennsylvania
$620K
PWM
1271
PBMares Wealth Management
Virginia
$616K
SLT
1272
St Louis Trust
Missouri
$614K
CA
1273
Crewe Advisors
Utah
$614K
AC
1274
Apella Capital
Connecticut
$612K
PA
1275
Probity Advisors
Texas
$610K