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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
KP
1326
Keel Point
Alabama
$558K
FFBTD
1327
First Financial Bank - Trust Division
Ohio
$558K
WC
1328
Waterloo Capital
Texas
$557K
GI
1329
Gradient Investments
Minnesota
$556K
PPWP
1330
Premier Path Wealth Partners
New Jersey
$554K
QIM
1331
Quantitative Investment Management
Virginia
$552K
AAIM
1332
Asset Advisors Investment Management
Georgia
$551K
RCM
1333
Radnor Capital Management
Pennsylvania
$551K
BFS
1334
Bard Financial Services
Connecticut
$549K
PWAM
1335
Pinnacle West Asset Management
Wyoming
$547K
PCM
1336
Princeton Capital Management
New Jersey
$543K
GSWM
1337
Golden State Wealth Management
California
$542K
PSFG
1338
Prairie Sky Financial Group
Illinois
$542K
GIP
1339
Greatmark Investment Partners
Georgia
$542K
NPFS
1340
Novak & Powell Financial Services
Florida
$541K
TIA
1341
Traphagen Investment Advisors
New Jersey
$539K
CCA
1342
Childress Capital Advisors
Texas
$539K
FBB
1343
Fulton Breakefield Broenniman
Maryland
$538K
DAM
1344
Doheny Asset Management
California
$537K
PA
1345
PFG Advisors
Arizona
$536K
CST
1346
Charles Schwab Trust
Nevada
$536K
ORC
1347
O'Rourke & Company
Massachusetts
$536K
AWE
1348
Avidian Wealth Enterprises
Texas
$535K
GIA
1349
Gladstone Institutional Advisory
Florida
$532K
AIC
1350
Argus Investors Counsel
New York
$530K