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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
ORC
1351
O'Rourke & Company
Massachusetts
$536K
AWE
1352
Avidian Wealth Enterprises
Texas
$535K
GIA
1353
Gladstone Institutional Advisory
Florida
$532K
AIC
1354
Argus Investors Counsel
New York
$530K
CBB
1355
Citizens Business Bank
California
$529K
LWM
1356
Level Wealth Management
North Carolina
$528K
HFAS
1357
Hummer Financial Advisory Services
Illinois
$528K
AWM
1358
Accurate Wealth Management
Florida
$527K
GIA
1359
Gateway Investment Advisers
Ohio
$527K
TGAM
1360
TBH Global Asset Management
Tennessee
$527K
BFIM
1361
Beese Fulmer Investment Management
Ohio
$525K
ALAM
1362
Asahi Life Asset Management
Japan
$523K
DWM
1363
Diversify Wealth Management
Utah
$522K
BOH
1364
Bank of Hawaii
Hawaii
$521K
RMDI
1365
R.M. Davis Inc
Maine
$521K
CNBOF
1366
City National Bank of Florida
Florida
$520K
BAAM
1367
Baker Avenue Asset Management
California
$520K
NRC
1368
New Republic Capital
North Carolina
$520K
SCA
1369
Strathmore Capital Advisors
North Carolina
$517K
SEP
1370
Southland Equity Partners
Missouri
$517K
HCM
1371
Hodges Capital Management
Texas
$516K
SIM
1372
Studio Investment Management
Illinois
$513K
ABC
1373
Associated Banc-Corp
Wisconsin
$511K
CIA
1374
Choate Investment Advisors
Massachusetts
$509K
SWA
1375
Strategies Wealth Advisors
Michigan
$509K