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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
WCM
1301
Washington Capital Management
Washington
$582K
SAA
1302
Southeast Asset Advisors
Georgia
$580K
RC
1303
Roundview Capital
New Jersey
$580K
CAM
1304
Costello Asset Management
Pennsylvania
$578K
TWP
1305
Tyche Wealth Partners
Texas
$577K
PWMAG
1306
Pinnacle Wealth Management Advisory Group
New Jersey
$576K
FSA
1307
Financial Security Advisor
Virginia
$576K
WIC
1308
Wilkins Investment Counsel
Massachusetts
$575K
RGC
1309
Roberts, Glore & Co
Illinois
$574K
HWA
1310
HHM Wealth Advisors
Tennessee
$571K
GWMR
1311
GC Wealth Management RIA
Massachusetts
$569K
WFM
1312
Wolff Financial Management
Michigan
$569K
PAMG
1313
Patton Albertson Miller Group
Tennessee
$569K
FLPIM
1314
F.L. Putnam Investment Management
Massachusetts
$569K
WAM
1315
Walker Asset Management
Missouri
$568K
VWM
1316
Venturi Wealth Management
Texas
$568K
CW
1317
Code Waechter
Florida
$565K
OC
1318
Oakworth Capital
Alabama
$565K
TPI
1319
Trust Point Inc
Wisconsin
$564K
NAG
1320
Northstar Advisory Group
New Jersey
$564K
BFC
1321
Blue Fin Capital
Rhode Island
$563K
MCWS
1322
McKinley Carter Wealth Services
West Virginia
$562K
CS
1323
Capital Square
Tennessee
$560K
CC
1324
Centiva Capital
New York
$560K
GSWA
1325
Good Steward Wealth Advisors
Tennessee
$559K