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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
MCWS
1326
McKinley Carter Wealth Services
West Virginia
$562K
CS
1327
Capital Square
Tennessee
$560K
CC
1328
Centiva Capital
New York
$560K
GSWA
1329
Good Steward Wealth Advisors
Tennessee
$559K
KP
1330
Keel Point
Alabama
$558K
FFBTD
1331
First Financial Bank - Trust Division
Ohio
$558K
WC
1332
Waterloo Capital
Texas
$557K
GI
1333
Gradient Investments
Minnesota
$556K
PPWP
1334
Premier Path Wealth Partners
New Jersey
$554K
QIM
1335
Quantitative Investment Management
Virginia
$552K
AAIM
1336
Asset Advisors Investment Management
Georgia
$551K
RCM
1337
Radnor Capital Management
Pennsylvania
$551K
BFS
1338
Bard Financial Services
Connecticut
$549K
PWAM
1339
Pinnacle West Asset Management
Wyoming
$547K
PCM
1340
Princeton Capital Management
New Jersey
$543K
GSWM
1341
Golden State Wealth Management
California
$542K
PSFG
1342
Prairie Sky Financial Group
Illinois
$542K
GIP
1343
Greatmark Investment Partners
Georgia
$542K
NPFS
1344
Novak & Powell Financial Services
Florida
$541K
TIA
1345
Traphagen Investment Advisors
New Jersey
$539K
CCA
1346
Childress Capital Advisors
Texas
$539K
FBB
1347
Fulton Breakefield Broenniman
Maryland
$538K
DAM
1348
Doheny Asset Management
California
$537K
PA
1349
PFG Advisors
Arizona
$536K
CST
1350
Charles Schwab Trust
Nevada
$536K