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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
BCMLT
1451
Beacon Capital Management LLC (Tennessee)
Tennessee
$440K
GPW
1452
Genesis Private Wealth
Virginia
$440K
OS
1453
Objectivity Squared
South Carolina
$439K
CCM
1454
Chiron Capital Management
Florida
$439K
LSPW
1455
Lake Street Private Wealth
Illinois
$439K
BMCM
1456
Bryn Mawr Capital Management
Pennsylvania
$438K
AWM
1457
Absher Wealth Management
North Carolina
$435K
TCBWMS
1458
Texas Capital Bank Wealth Management Services
Texas
$434K
WA
1459
Waddell & Associates
Tennessee
$433K
FWTB
1460
First Western Trust Bank
Colorado
$431K
SMA
1461
Sage Mountain Advisors
Georgia
$430K
XWM
1462
Xcel Wealth Management
Florida
$430K
SWIG
1463
Strategic Wealth Investment Group
Kentucky
$430K
BWM
1464
Birchcreek Wealth Management
Ohio
$429K
ANBT
1465
American National Bank & Trust
Texas
$428K
BCG
1466
BayBridge Capital Group
California
$426K
AIS
1467
AM Investment Strategies
Tennessee
$426K
QCM
1468
Qsemble Capital Management
New York
$426K
QCIG
1469
Quad-Cities Investment Group
Iowa
$425K
PIMG
1470
Patriot Investment Management Group
Tennessee
$425K
AC
1471
Aldebaran Capital
Indiana
$425K
VWA
1472
VSM Wealth Advisory
Maryland
$424K
GAMC
1473
Garner Asset Management Corp
Texas
$424K
FAN
1474
Financial Advisors Network
California
$424K
AG
1475
AmeriFlex Group
Nevada
$424K