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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
AWAU
1426
Alliance Wealth Advisors (Utah)
Utah
$459K
FEM
1427
Fulcrum Equity Management
Texas
$459K
BCG
1428
Breakwater Capital Group
New Jersey
$458K
CGL
1429
Clarius Group LLC
Washington
$457K
WDA
1430
Wendell David Associates
New Hampshire
$457K
OCG
1431
Opus Capital Group
Ohio
$456K
SEIA
1432
Signature Estate & Investment Advisors
California
$454K
ECM
1433
Evergreen Capital Management
Washington
$453K
PPC
1434
Park Place Capital
Alabama
$453K
IA
1435
IFC Advisors
California
$452K
NCM
1436
NCM Capital Management
New Jersey
$452K
AIA
1437
Arbor Investment Advisors
North Carolina
$452K
PFA
1438
Peak Financial Advisors
Colorado
$451K
OFG
1439
OmniStar Financial Group
North Carolina
$451K
CAM
1440
Campion Asset Management
Virginia
$450K
CI
1441
Conning Inc
Connecticut
$449K
OWA
1442
Octavia Wealth Advisors
Ohio
$449K
UOTTAIMCU
1443
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$448K
AGA
1444
Arkos Global Advisors
Texas
$446K
BTWM
1445
Brass Tax Wealth Management
Ohio
$446K
KWMG
1446
King Wealth Management Group
Florida
$445K
BOPW
1447
Brandywine Oak Private Wealth
Pennsylvania
$444K
QC
1448
Quent Capital
New York
$442K
FWCM
1449
Ferguson Wellman Capital Management
Oregon
$441K
FBC
1450
Fairfield, Bush & Co
Connecticut
$441K