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 %
WIC
1301
Wilkins Investment Counsel
Massachusetts
$575K -$55K -466 -9%
RGC
1302
Roberts, Glore & Co
Illinois
$574K -$7.67K -65 -1%
HWA
1303
HHM Wealth Advisors
Tennessee
$571K -$4.13K -35 -0.7%
GWMR
1304
GC Wealth Management RIA
Massachusetts
$569K +$569K +4,824 New
WFM
1305
Wolff Financial Management
Michigan
$569K +$1.77K +15 +0.3%
PAMG
1306
Patton Albertson Miller Group
Tennessee
$569K +$97.4K +825 +21%
FLPIM
1307
F.L. Putnam Investment Management
Massachusetts
$569K +$40.5K +343 +8%
WAM
1308
Walker Asset Management
Missouri
$568K +$4.25K +36 +0.8%
VWM
1309
Venturi Wealth Management
Texas
$568K +$36.2K +307 +7%
CW
1310
Code Waechter
Florida
$565K +$158K +1,335 +39%
OC
1311
Oakworth Capital
Alabama
$565K -$120K -1,014 -17%
TPI
1312
Trust Point Inc
Wisconsin
$564K +$1.42K +12 +0.3%
NAG
1313
Northstar Advisory Group
New Jersey
$564K
BFC
1314
Blue Fin Capital
Rhode Island
$563K +$563K +4,769 New
MCWS
1315
McKinley Carter Wealth Services
West Virginia
$562K -$52.2K -442 -8%
CS
1316
Capital Square
Tennessee
$560K +$18.9K +161 +3%
CC
1317
Centiva Capital
New York
$560K +$560K +4,745 New
GSWA
1318
Good Steward Wealth Advisors
Tennessee
$559K -$272K -2,306 -33%
KP
1319
Keel Point
Alabama
$558K +$128K +1,088 +30%
FFBTD
1320
First Financial Bank - Trust Division
Ohio
$558K -$76.8K -651 -12%
WC
1321
Waterloo Capital
Texas
$557K -$50.3K -426 -8%
GI
1322
Gradient Investments
Minnesota
$556K +$148K +1,257 +36%
PPWP
1323
Premier Path Wealth Partners
New Jersey
$554K +$84.4K +715 +18%
QIM
1324
Quantitative Investment Management
Virginia
$552K +$31.8K +270 +6%
AAIM
1325
Asset Advisors Investment Management
Georgia
$551K