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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
CF
1276
Centaurus Financial
California
$609K
CFO
1277
CVA Family Office
Colorado
$608K
NW
1278
NewEdge Wealth
Pennsylvania
$607K
CWM
1279
Cordatus Wealth Management
Pennsylvania
$606K
FIM
1280
Fruth Investment Management
Texas
$606K
JWA
1281
JFS Wealth Advisors
Pennsylvania
$604K
RCM
1282
RB Capital Management
Nevada
$603K
CA
1283
CoreCap Advisors
Michigan
$603K
BFA
1284
Bill Few Associates
Pennsylvania
$602K
RFA
1285
Resurgent Financial Advisors
Georgia
$602K
PFA
1286
Petra Financial Advisors
Colorado
$599K
SWM
1287
SeaCrest Wealth Management
New York
$598K
GWM
1288
GSB Wealth Management
Connecticut
$597K
PFA
1289
Pettinga Financial Advisors
Indiana
$596K
HVP
1290
Hudson Value Partners
Florida
$595K
CBT
1291
Crews Bank & Trust
Florida
$594K
MA
1292
MJP Associates
Connecticut
$592K
BAM
1293
Broyhill Asset Management
North Carolina
$590K
JIC
1294
Joel Isaacson & Co
New York
$590K
RC
1295
Rithm Capital
New York
$590K
FAIM
1296
Financial Advocates Investment Management
Washington
$589K
KAS
1297
KPP Advisory Services
Kentucky
$588K
HI
1298
Hudock Inc
Pennsylvania
$587K
CWS
1299
Cypress Wealth Services
California
$586K
SSA
1300
Sierra Summit Advisors
Nevada
$586K