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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 %
RCM
1326
Radnor Capital Management
Pennsylvania
$551K
BFS
1327
Bard Financial Services
Connecticut
$549K -$23.6K -200 -4%
PWAM
1328
Pinnacle West Asset Management
Wyoming
$547K -$590 -5 -0.1%
PCM
1329
Princeton Capital Management
New Jersey
$543K +$118 +1 +0%
GSWM
1330
Golden State Wealth Management
California
$542K +$62.7K +531 +13%
PSFG
1331
Prairie Sky Financial Group
Illinois
$542K
GIP
1332
Greatmark Investment Partners
Georgia
$542K
NPFS
1333
Novak & Powell Financial Services
Florida
$541K +$354 +3 +0.1%
TIA
1334
Traphagen Investment Advisors
New Jersey
$539K -$11.7K -99 -2%
CCA
1335
Childress Capital Advisors
Texas
$539K +$153K +1,298 +40%
FBB
1336
Fulton Breakefield Broenniman
Maryland
$538K +$49.6K +420 +10%
DAM
1337
Doheny Asset Management
California
$537K
PA
1338
PFG Advisors
Arizona
$536K +$51.6K +437 +11%
CST
1339
Charles Schwab Trust
Nevada
$536K +$157K +1,333 +42%
ORC
1340
O'Rourke & Company
Massachusetts
$536K +$1.42K +12 +0.3%
AWE
1341
Avidian Wealth Enterprises
Texas
$535K -$14K -119 -3%
GIA
1342
Gladstone Institutional Advisory
Florida
$532K -$46.9K -397 -8%
AIC
1343
Argus Investors Counsel
New York
$530K
CBB
1344
Citizens Business Bank
California
$529K -$9.68K -82 -2%
LWM
1345
Level Wealth Management
North Carolina
$528K +$118 +1 +0%
HFAS
1346
Hummer Financial Advisory Services
Illinois
$528K
AWM
1347
Accurate Wealth Management
Florida
$527K +$12.3K +104 +2%
GIA
1348
Gateway Investment Advisers
Ohio
$527K -$54.9K -465 -9%
TGAM
1349
TBH Global Asset Management
Tennessee
$527K -$2.83K -24 -0.5%
BFIM
1350
Beese Fulmer Investment Management
Ohio
$525K -$24K -203 -4%