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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
WDA
1426
Wendell David Associates
New Hampshire
$457K
OCG
1427
Opus Capital Group
Ohio
$456K
SEIA
1428
Signature Estate & Investment Advisors
California
$454K
ECM
1429
Evergreen Capital Management
Washington
$453K
PPC
1430
Park Place Capital
Alabama
$453K
IA
1431
IFC Advisors
California
$452K
NCM
1432
NCM Capital Management
New Jersey
$452K
AIA
1433
Arbor Investment Advisors
North Carolina
$452K
PFA
1434
Peak Financial Advisors
Colorado
$451K
OFG
1435
OmniStar Financial Group
North Carolina
$451K
CAM
1436
Campion Asset Management
Virginia
$450K
CI
1437
Conning Inc
Connecticut
$449K
OWA
1438
Octavia Wealth Advisors
Ohio
$449K
UOTTAIMCU
1439
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$448K
AGA
1440
Arkos Global Advisors
Texas
$446K
BTWM
1441
Brass Tax Wealth Management
Ohio
$446K
KWMG
1442
King Wealth Management Group
Florida
$445K
BOPW
1443
Brandywine Oak Private Wealth
Pennsylvania
$444K
QC
1444
Quent Capital
New York
$442K
FWCM
1445
Ferguson Wellman Capital Management
Oregon
$441K
FBC
1446
Fairfield, Bush & Co
Connecticut
$441K
BCMLT
1447
Beacon Capital Management LLC (Tennessee)
Tennessee
$440K
GPW
1448
Genesis Private Wealth
Virginia
$440K
OS
1449
Objectivity Squared
South Carolina
$439K
CCM
1450
Chiron Capital Management
Florida
$439K