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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
Asset Management One
126
Asset Management One
Japan
$44.9M
M&T Bank
127
M&T Bank
New York
$43.6M
ELC
128
Edgar Lomax Company
Virginia
$43.3M
EIP
129
Energy Income Partners
Connecticut
$43.2M
MML Investors Services
130
MML Investors Services
Massachusetts
$43M
Treasurer of the State of North Carolina
131
Treasurer of the State of North Carolina
North Carolina
$42.9M
TD Asset Management
132
TD Asset Management
Ontario, Canada
$42M
CIC
133
Crawford Investment Counsel
Georgia
$41.6M
Cerity Partners
134
Cerity Partners
New York
$40.2M
RAM
135
Resona Asset Management
Japan
$39.5M
Creative Planning
136
Creative Planning
Kansas
$38.9M
Toronto Dominion Bank
137
Toronto Dominion Bank
Ontario, Canada
$38.8M
CA
138
CSM Advisors
Pennsylvania
$38.7M
KeyBank National Association
139
KeyBank National Association
Ohio
$38.6M
HWA
140
Heritage Wealth Advisors
Virginia
$38.3M
Corient Private Wealth
141
Corient Private Wealth
Florida
$38.2M
Zurich Cantonal Bank
142
Zurich Cantonal Bank
Switzerland
$38.1M
GF
143
Gabelli Funds
New York
$37.8M
Ohio Public Employees Retirement System (OPERS)
144
Ohio Public Employees Retirement System (OPERS)
Ohio
$37.6M
Cambridge Investment Research Advisors
145
Cambridge Investment Research Advisors
Iowa
$36.7M
CIBC Asset Management
146
CIBC Asset Management
Ontario, Canada
$36M
Renaissance Technologies
147
Renaissance Technologies
New York
$34.6M
SI
148
Stephens Inc
Arkansas
$34.4M
MSV
149
MN Services Vermogensbeheer
Netherlands
$34.3M
Fidelity International
150
Fidelity International
Bermuda
$34.1M