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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
VP
1401
Verum Partners
North Carolina
$481K
WA
1402
WBH Advisory
Maryland
$479K
ATC
1403
Adirondack Trust Company
New York
$479K
WP
1404
Westmount Partners
California
$479K
HS
1405
Horan Securities
United States
$479K
RMCM
1406
Reynders McVeigh Capital Management
Massachusetts
$478K
PWMG
1407
Pinnacle Wealth Management Group
Michigan
$478K
RIG
1408
RiverFront Investment Group
Virginia
$478K
FWP
1409
Firethorn Wealth Partners
Georgia
$476K
TC
1410
Truvestments Capital
Florida
$476K
BFC
1411
Bedel Financial Consulting
Indiana
$475K
OCM
1412
One Capital Management
California
$473K
WIS
1413
Wright Investors Service
Connecticut
$472K
MAG
1414
Mayfair Advisory Group
Alabama
$471K
PP
1415
PDS Planning
Ohio
$471K
RL
1416
Rogco LP
Oklahoma
$470K
AFGAS
1417
Allegiance Financial Group Advisory Services
Virginia
$469K
MAM
1418
Marotta Asset Management
Virginia
$468K
CGH
1419
CMG Global Holdings
Texas
$466K
TIA
1420
Tiemann Investment Advisors
California
$465K
LWA
1421
Lantern Wealth Advisors
New York
$463K
SC
1422
Searle & Co
Connecticut
$461K
LI
1423
Lafayette Investments
Maryland
$461K
AA
1424
Alta Advisers
United Kingdom
$460K
CB
1425
Centennial Bank
Arkansas
$460K