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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
SIA
1501
Soltis Investment Advisors
Utah
$401K
OFS
1502
OMC Financial Services
New York
$399K
CFS
1503
CRA Financial Services
New Jersey
$398K
FCH
1504
Freestone Capital Holdings
Washington
$398K
MWA
1505
Muirfield Wealth Advisors
North Carolina
$397K
HFP
1506
Holistic Financial Partners
Indiana
$394K
FPW
1507
Fairvoy Private Wealth
Alabama
$394K
FBFS
1508
First Business Financial Services
Wisconsin
$394K
BIA
1509
Beacon Investment Advisors
Maryland
$394K
MWP
1510
Meriwether Wealth & Planning
Louisiana
$393K
LA
1511
Latitude Advisors
Florida
$393K
WEG
1512
World Equity Group
Illinois
$392K
AWM
1513
Adams Wealth Management
Utah
$392K
CI
1514
CacheTech Inc
Utah
$392K
GCP
1515
GSA Capital Partners
United Kingdom
$392K
AWM
1516
Avior Wealth Management
Nebraska
$391K
OWA
1517
Opal Wealth Advisors
New York
$390K
VAS
1518
Vestmark Advisory Solutions
Massachusetts
$390K
BWA
1519
Bestgate Wealth Advisors
Maryland
$390K
CFS
1520
Commonwealth Financial Services
West Virginia
$390K
ADL
1521
Asset Dedication LLC
California
$390K
CIA
1522
Cladis Investment Advisory
Montana
$388K
MFWP
1523
Mosaic Family Wealth Partners
Missouri
$387K
DSC
1524
Duncker Streett & Co
Missouri
$385K
SIC
1525
Sterling Investment Counsel
New York
$385K