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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
HS
1401
Horan Securities
United States
$479K
RMCM
1402
Reynders McVeigh Capital Management
Massachusetts
$478K
PWMG
1403
Pinnacle Wealth Management Group
Michigan
$478K
RIG
1404
RiverFront Investment Group
Virginia
$478K
FWP
1405
Firethorn Wealth Partners
Georgia
$476K
TC
1406
Truvestments Capital
Florida
$476K
BFC
1407
Bedel Financial Consulting
Indiana
$475K
OCM
1408
One Capital Management
California
$473K
WIS
1409
Wright Investors Service
Connecticut
$472K
MAG
1410
Mayfair Advisory Group
Alabama
$471K
PP
1411
PDS Planning
Ohio
$471K
RL
1412
Rogco LP
Oklahoma
$470K
AFGAS
1413
Allegiance Financial Group Advisory Services
Virginia
$469K
MAM
1414
Marotta Asset Management
Virginia
$468K
CGH
1415
CMG Global Holdings
Texas
$466K
TIA
1416
Tiemann Investment Advisors
California
$465K
LWA
1417
Lantern Wealth Advisors
New York
$463K
SC
1418
Searle & Co
Connecticut
$461K
LI
1419
Lafayette Investments
Maryland
$461K
AA
1420
Alta Advisers
United Kingdom
$460K
CB
1421
Centennial Bank
Arkansas
$460K
AWAU
1422
Alliance Wealth Advisors (Utah)
Utah
$459K
FEM
1423
Fulcrum Equity Management
Texas
$459K
BCG
1424
Breakwater Capital Group
New Jersey
$458K
CGL
1425
Clarius Group LLC
Washington
$457K