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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
LSPW
1451
Lake Street Private Wealth
Illinois
$439K
BMCM
1452
Bryn Mawr Capital Management
Pennsylvania
$438K
AWM
1453
Absher Wealth Management
North Carolina
$435K
TCBWMS
1454
Texas Capital Bank Wealth Management Services
Texas
$434K
WA
1455
Waddell & Associates
Tennessee
$433K
FWTB
1456
First Western Trust Bank
Colorado
$431K
SMA
1457
Sage Mountain Advisors
Georgia
$430K
XWM
1458
Xcel Wealth Management
Florida
$430K
SWIG
1459
Strategic Wealth Investment Group
Kentucky
$430K
BWM
1460
Birchcreek Wealth Management
Ohio
$429K
ANBT
1461
American National Bank & Trust
Texas
$428K
BCG
1462
BayBridge Capital Group
California
$426K
AIS
1463
AM Investment Strategies
Tennessee
$426K
QCM
1464
Qsemble Capital Management
New York
$426K
QCIG
1465
Quad-Cities Investment Group
Iowa
$425K
PIMG
1466
Patriot Investment Management Group
Tennessee
$425K
AC
1467
Aldebaran Capital
Indiana
$425K
VWA
1468
VSM Wealth Advisory
Maryland
$424K
GAMC
1469
Garner Asset Management Corp
Texas
$424K
FAN
1470
Financial Advisors Network
California
$424K
AG
1471
AmeriFlex Group
Nevada
$424K
MIP
1472
Marietta Investment Partners
Wisconsin
$423K
FCA
1473
FLC Capital Advisors
California
$422K
TPWA
1474
TRUE Private Wealth Advisors
Oregon
$421K
HP
1475
Holistic Planning
Texas
$421K