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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
MIP
1476
Marietta Investment Partners
Wisconsin
$423K
FCA
1477
FLC Capital Advisors
California
$422K
TPWA
1478
TRUE Private Wealth Advisors
Oregon
$421K
HP
1479
Holistic Planning
Texas
$421K
W
1480
Wealthquest
Ohio
$421K
MWM
1481
Mindset Wealth Management
Indiana
$419K
GBT
1482
Grove Bank & Trust
Florida
$418K
AF
1483
Aldebaran Financial
$417K
Fiera Capital (Canada)
1484
Fiera Capital (Canada)
Quebec, Canada
$416K
VFP
1485
Verus Financial Partners
Virginia
$416K
CAAS
1486
Capital Asset Advisory Services
Michigan
$416K
FHA
1487
Flagship Harbor Advisors
Massachusetts
$415K
C
1488
Certuity
Florida
$415K
AWAP
1489
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$415K
QWP
1490
Quotient Wealth Partners
Texas
$412K
IPWA
1491
International Private Wealth Advisors
California
$412K
RWM
1492
RKL Wealth Management
Pennsylvania
$411K
LAM
1493
L2 Asset Management
Massachusetts
$410K
VV
1494
Verity & Verity
South Carolina
$410K
SFP
1495
Sandbox Financial Partners
Maryland
$410K
SAM
1496
Secure Asset Management
Michigan
$406K
API
1497
Asset Planning Inc
California
$406K
YP
1498
YANKCOM Partnership
South Dakota
$405K
ASC
1499
Atalanta Sosnoff Capital
New York
$404K
MCM
1500
Mainstay Capital Management
Michigan
$403K