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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
LCM
1376
LVM Capital Management
Michigan
$505K
SGK
1377
Steigerwald Gordon & Koch
Virginia
$505K
DJSG
1378
D.J. St. Germain
Massachusetts
$504K
DWM
1379
Destination Wealth Management
California
$501K
AFG
1380
Allegheny Financial Group
Pennsylvania
$499K
DLA
1381
Douglas Lane & Associates
New York
$499K
TWM
1382
Trueblood Wealth Management
Ohio
$497K
SL
1383
Salomon & Ludwin
Virginia
$497K
BOJHT
1384
Bank of Jackson Hole Trust
Wyoming
$497K
AWA
1385
Aaron Wealth Advisors
Illinois
$497K
MIC
1386
Meridian Investment Counsel
California
$494K
SCM
1387
Saxony Capital Management
Missouri
$494K
IPAM
1388
Investment Partners Asset Management
New Jersey
$493K
BAM
1389
Blueshift Asset Management
New Jersey
$490K
AP
1390
Americana Partners
Texas
$490K
MCM
1391
McDonough Capital Management
Florida
$489K
KIA
1392
Knollwood Investment Advisory
Maryland
$489K
AGC
1393
Aspen Grove Capital
Colorado
$488K
APWA
1394
Atlas Private Wealth Advisors
New Jersey
$483K
T
1395
Transce3nd
Texas
$483K
MM
1396
MQS Management
New York
$482K
VP
1397
Verum Partners
North Carolina
$481K
WA
1398
WBH Advisory
Maryland
$479K
ATC
1399
Adirondack Trust Company
New York
$479K
WP
1400
Westmount Partners
California
$479K