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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
FIM
1276
Fruth Investment Management
Texas
$606K
JWA
1277
JFS Wealth Advisors
Pennsylvania
$604K
RCM
1278
RB Capital Management
Nevada
$603K
CA
1279
CoreCap Advisors
Michigan
$603K
BFA
1280
Bill Few Associates
Pennsylvania
$602K
RFA
1281
Resurgent Financial Advisors
Georgia
$602K
PFA
1282
Petra Financial Advisors
Colorado
$599K
SWM
1283
SeaCrest Wealth Management
New York
$598K
GWM
1284
GSB Wealth Management
Connecticut
$597K
PFA
1285
Pettinga Financial Advisors
Indiana
$596K
HVP
1286
Hudson Value Partners
Florida
$595K
CBT
1287
Crews Bank & Trust
Florida
$594K
MA
1288
MJP Associates
Connecticut
$592K
BAM
1289
Broyhill Asset Management
North Carolina
$590K
JIC
1290
Joel Isaacson & Co
New York
$590K
RC
1291
Rithm Capital
New York
$590K
FAIM
1292
Financial Advocates Investment Management
Washington
$589K
KAS
1293
KPP Advisory Services
Kentucky
$588K
HI
1294
Hudock Inc
Pennsylvania
$587K
CWS
1295
Cypress Wealth Services
California
$586K
SSA
1296
Sierra Summit Advisors
Nevada
$586K
NWMG
1297
National Wealth Management Group
Ohio
$585K
BHWM
1298
Bar Harbor Wealth Management
New Hampshire
$584K
WIM
1299
WealthPlan Investment Management
Nebraska
$583K
BB
1300
Busey Bank
Illinois
$582K