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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
BWM
1551
BKM Wealth Management
Wisconsin
$373K
MGAM
1552
McGowan Group Asset Management
Texas
$373K
AWP
1553
Atlas Wealth Partners
Pennsylvania
$373K
DWM
1554
Drive Wealth Management
Utah
$373K
FA
1555
Fagan Associates
New York
$372K
MIC
1556
Means Investment Company
Maine
$371K
WPA
1557
West Paces Advisors
Georgia
$370K
EFSCE
1558
Enterprise Financial Services Corp (EFSC)
Missouri
$369K
NHT
1559
New Hampshire Trust
New Hampshire
$369K
CW
1560
Channel Wealth
California
$368K
NPF
1561
Norris Perne & French
Michigan
$368K
CS
1562
Cannell & Spears
New York
$367K
MWP
1563
Meridian Wealth Partners
Pennsylvania
$367K
WC
1564
Westhampton Capital
North Carolina
$365K
FFG
1565
Fiduciary Financial Group
California
$365K
TBT
1566
Texas Bank & Trust
Texas
$364K
MSWMA
1567
Market Street Wealth Management Advisors
Indiana
$363K
MCA
1568
Magnolia Capital Advisors
Mississippi
$362K
WP
1569
Waycross Partners
Kentucky
$361K
LIA
1570
LSP Investment Advisors
New York
$361K
MA
1571
MCF Advisors
Kentucky
$361K
WA1
1572
Wimmer Associates 1
California
$361K
SN
1573
Sittner & Nelson
Oregon
$360K
CFA
1574
CWS Financial Advisors
Michigan
$360K
EB
1575
Exchange Bank
California
$359K