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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
CBB
1351
Citizens Business Bank
California
$529K
LWM
1352
Level Wealth Management
North Carolina
$528K
HFAS
1353
Hummer Financial Advisory Services
Illinois
$528K
AWM
1354
Accurate Wealth Management
Florida
$527K
GIA
1355
Gateway Investment Advisers
Ohio
$527K
TGAM
1356
TBH Global Asset Management
Tennessee
$527K
BFIM
1357
Beese Fulmer Investment Management
Ohio
$525K
ALAM
1358
Asahi Life Asset Management
Japan
$523K
DWM
1359
Diversify Wealth Management
Utah
$522K
BOH
1360
Bank of Hawaii
Hawaii
$521K
RMDI
1361
R.M. Davis Inc
Maine
$521K
CNBOF
1362
City National Bank of Florida
Florida
$520K
BAAM
1363
Baker Avenue Asset Management
California
$520K
NRC
1364
New Republic Capital
North Carolina
$520K
SCA
1365
Strathmore Capital Advisors
North Carolina
$517K
SEP
1366
Southland Equity Partners
Missouri
$517K
HCM
1367
Hodges Capital Management
Texas
$516K
SIM
1368
Studio Investment Management
Illinois
$513K
ABC
1369
Associated Banc-Corp
Wisconsin
$511K
CIA
1370
Choate Investment Advisors
Massachusetts
$509K
SWA
1371
Strategies Wealth Advisors
Michigan
$509K
SAM
1372
Shell Asset Management
Netherlands
$508K
DBRC
1373
D.B. Root & Company
Pennsylvania
$507K
SS
1374
Sunbelt Securities
Texas
$506K
NAS
1375
Nicolet Advisory Services
Wisconsin
$506K