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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
RZH
1501
Relyea Zuckerberg Hanson
Connecticut
$403K
UCI
1502
Uncommon Cents Investing
Wisconsin
$402K
AL
1503
Aspiriant LLC
California
$402K
WTG
1504
West Tower Group
Virginia
$401K
SIA
1505
Soltis Investment Advisors
Utah
$401K
OFS
1506
OMC Financial Services
New York
$399K
CFS
1507
CRA Financial Services
New Jersey
$398K
FCH
1508
Freestone Capital Holdings
Washington
$398K
MWA
1509
Muirfield Wealth Advisors
North Carolina
$397K
HFP
1510
Holistic Financial Partners
Indiana
$394K
FPW
1511
Fairvoy Private Wealth
Alabama
$394K
FBFS
1512
First Business Financial Services
Wisconsin
$394K
BIA
1513
Beacon Investment Advisors
Maryland
$394K
MWP
1514
Meriwether Wealth & Planning
Louisiana
$393K
LA
1515
Latitude Advisors
Florida
$393K
WEG
1516
World Equity Group
Illinois
$392K
CI
1517
CacheTech Inc
Utah
$392K
AWM
1518
Adams Wealth Management
Utah
$392K
GCP
1519
GSA Capital Partners
United Kingdom
$392K
AWM
1520
Avior Wealth Management
Nebraska
$391K
OWA
1521
Opal Wealth Advisors
New York
$390K
VAS
1522
Vestmark Advisory Solutions
Massachusetts
$390K
BWA
1523
Bestgate Wealth Advisors
Maryland
$390K
CFS
1524
Commonwealth Financial Services
West Virginia
$390K
ADL
1525
Asset Dedication LLC
California
$390K