DUK icon

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
W
1476
Wealthquest
Ohio
$421K
MWM
1477
Mindset Wealth Management
Indiana
$419K
GBT
1478
Grove Bank & Trust
Florida
$418K
AF
1479
Aldebaran Financial
$417K
Fiera Capital (Canada)
1480
Fiera Capital (Canada)
Quebec, Canada
$416K
VFP
1481
Verus Financial Partners
Virginia
$416K
CAAS
1482
Capital Asset Advisory Services
Michigan
$416K
FHA
1483
Flagship Harbor Advisors
Massachusetts
$415K
C
1484
Certuity
Florida
$415K
AWAP
1485
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$415K
QWP
1486
Quotient Wealth Partners
Texas
$412K
IPWA
1487
International Private Wealth Advisors
California
$412K
RWM
1488
RKL Wealth Management
Pennsylvania
$411K
LAM
1489
L2 Asset Management
Massachusetts
$410K
VV
1490
Verity & Verity
South Carolina
$410K
SFP
1491
Sandbox Financial Partners
Maryland
$410K
SAM
1492
Secure Asset Management
Michigan
$406K
API
1493
Asset Planning Inc
California
$406K
YP
1494
YANKCOM Partnership
South Dakota
$405K
ASC
1495
Atalanta Sosnoff Capital
New York
$404K
MCM
1496
Mainstay Capital Management
Michigan
$403K
RZH
1497
Relyea Zuckerberg Hanson
Connecticut
$403K
UCI
1498
Uncommon Cents Investing
Wisconsin
$402K
AL
1499
Aspiriant LLC
California
$402K
WTG
1500
West Tower Group
Virginia
$401K