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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
NWMG
1301
National Wealth Management Group
Ohio
$585K
BHWM
1302
Bar Harbor Wealth Management
New Hampshire
$584K
WIM
1303
WealthPlan Investment Management
Nebraska
$583K
BB
1304
Busey Bank
Illinois
$582K
WCM
1305
Washington Capital Management
Washington
$582K
SAA
1306
Southeast Asset Advisors
Georgia
$580K
RC
1307
Roundview Capital
New Jersey
$580K
CAM
1308
Costello Asset Management
Pennsylvania
$578K
TWP
1309
Tyche Wealth Partners
Texas
$577K
PWMAG
1310
Pinnacle Wealth Management Advisory Group
New Jersey
$576K
FSA
1311
Financial Security Advisor
Virginia
$576K
WIC
1312
Wilkins Investment Counsel
Massachusetts
$575K
RGC
1313
Roberts, Glore & Co
Illinois
$574K
HWA
1314
HHM Wealth Advisors
Tennessee
$571K
GWMR
1315
GC Wealth Management RIA
Massachusetts
$569K
WFM
1316
Wolff Financial Management
Michigan
$569K
PAMG
1317
Patton Albertson Miller Group
Tennessee
$569K
FLPIM
1318
F.L. Putnam Investment Management
Massachusetts
$569K
WAM
1319
Walker Asset Management
Missouri
$568K
VWM
1320
Venturi Wealth Management
Texas
$568K
CW
1321
Code Waechter
Florida
$565K
OC
1322
Oakworth Capital
Alabama
$565K
TPI
1323
Trust Point Inc
Wisconsin
$564K
NAG
1324
Northstar Advisory Group
New Jersey
$564K
BFC
1325
Blue Fin Capital
Rhode Island
$563K