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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 158 funds opening new positions, 1,022 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: 2,2392,252 (+13)

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
MAM
1526
MWA Asset Management
Massachusetts
$384K
LIA
1527
LBMC Investment Advisors
Tennessee
$383K
AWM
1528
Accel Wealth Management
Iowa
$383K
PHWM
1529
Pine Harbor Wealth Management
Maryland
$382K
TFO
1530
Timonier Family Office
North Carolina
$382K
VA
1531
VestGen Advisors
Illinois
$381K
WBWA
1532
William B. Walkup & Associates
South Carolina
$381K
WKWM
1533
Walter & Keenan Wealth Management
Indiana
$380K
SPWG
1534
Syntegra Private Wealth Group
Missouri
$380K
CL
1535
CVFG LLC
Indiana
$379K
SWM
1536
Shepherd Wealth Management
Ohio
$378K
BWM
1537
Baron Wealth Management
Michigan
$377K
BC
1538
Burney Company
Virginia
$377K
NSIM
1539
North Star Investment Management
Illinois
$376K
MA
1540
MKT Advisors
California
$376K
BBNB
1541
Baker Boyer National Bank
Washington
$375K
BSSFA
1542
Baron Silver Stevens Financial Advisors
Florida
$375K
SAM
1543
Summit Asset Management
Tennessee
$375K
FCFC
1544
First Citizens Financial Corp
Iowa
$374K
MCM
1545
Marathon Capital Management
Maryland
$374K
BFAG
1546
Blackston Financial Advisory Group
Florida
$374K
BMC
1547
Beaton Management Company
Massachusetts
$374K
SAM
1548
Sawgrass Asset Management
Florida
$374K
USB
1549
Union Savings Bank
Connecticut
$374K
4WM
1550
44 Wealth Management
Oregon
$374K