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Duke Energy

2,252 hedge funds and large institutions have $62.8B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 157 funds opening new positions, 1,023 increasing their positions, 740 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:

1% more funds holding

Funds holding: 2,2402,252 (+12)

2% less capital invested

Capital invested by funds: $64.2B → $62.8B (-$1.4B)

20% less funds holding in top 10

Funds holding in top 10: 3024 (-6)

Holders
2,252
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
Name Holding Trade Value Shares
Change
Change in
Stake
Connor, Clark & Lunn Investment Management (CC&L)
1251
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$641K
PCS
1252
Personal CFO Solutions
New Jersey
$638K
CF
1253
Claris Financial
Virginia
$637K
AF
1254
Apexium Financial
Texas
$633K
GL
1255
Graypoint LLC
New York
$631K
BWM
1256
BCGM Wealth Management
Indiana
$629K
CAL
1257
Capital Analysts LLC
Pennsylvania
$629K
AIM
1258
Aspen Investment Management
Michigan
$628K
HCM
1259
Howard Capital Management
Georgia
$627K
RFA
1260
Register Financial Advisors
Georgia
$627K
NB
1261
NBT Bank
New York
$626K
IF
1262
Intrua Financial
Texas
$625K
APIM
1263
Agate Pass Investment Management
Washington
$625K
CFP
1264
Catalyst Financial Partners
Massachusetts
$624K
HL
1265
HeadInvest LLC
Maine
$623K
MA
1266
MBA Advisors
Pennsylvania
$620K
PWM
1267
PBMares Wealth Management
Virginia
$616K
SLT
1268
St Louis Trust
Missouri
$614K
CA
1269
Crewe Advisors
Utah
$614K
AC
1270
Apella Capital
Connecticut
$612K
PA
1271
Probity Advisors
Texas
$610K
CF
1272
Centaurus Financial
California
$609K
CFO
1273
CVA Family Office
Colorado
$608K
NW
1274
NewEdge Wealth
Pennsylvania
$607K
CWM
1275
Cordatus Wealth Management
Pennsylvania
$606K