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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
SAM
1376
Shell Asset Management
Netherlands
$508K
DBRC
1377
D.B. Root & Company
Pennsylvania
$507K
SS
1378
Sunbelt Securities
Texas
$506K
NAS
1379
Nicolet Advisory Services
Wisconsin
$506K
LCM
1380
LVM Capital Management
Michigan
$505K
SGK
1381
Steigerwald Gordon & Koch
Virginia
$505K
DJSG
1382
D.J. St. Germain
Massachusetts
$504K
DWM
1383
Destination Wealth Management
California
$501K
AFG
1384
Allegheny Financial Group
Pennsylvania
$499K
DLA
1385
Douglas Lane & Associates
New York
$499K
TWM
1386
Trueblood Wealth Management
Ohio
$497K
SL
1387
Salomon & Ludwin
Virginia
$497K
BOJHT
1388
Bank of Jackson Hole Trust
Wyoming
$497K
AWA
1389
Aaron Wealth Advisors
Illinois
$497K
MIC
1390
Meridian Investment Counsel
California
$494K
SCM
1391
Saxony Capital Management
Missouri
$494K
IPAM
1392
Investment Partners Asset Management
New Jersey
$493K
BAM
1393
Blueshift Asset Management
New Jersey
$490K
AP
1394
Americana Partners
Texas
$490K
MCM
1395
McDonough Capital Management
Florida
$489K
KIA
1396
Knollwood Investment Advisory
Maryland
$489K
AGC
1397
Aspen Grove Capital
Colorado
$488K
APWA
1398
Atlas Private Wealth Advisors
New Jersey
$483K
T
1399
Transce3nd
Texas
$483K
MM
1400
MQS Management
New York
$482K