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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
BMC
1551
Beaton Management Company
Massachusetts
$374K
SAM
1552
Sawgrass Asset Management
Florida
$374K
USB
1553
Union Savings Bank
Connecticut
$374K
4WM
1554
44 Wealth Management
Oregon
$374K
BWM
1555
BKM Wealth Management
Wisconsin
$373K
MGAM
1556
McGowan Group Asset Management
Texas
$373K
AWP
1557
Atlas Wealth Partners
Pennsylvania
$373K
DWM
1558
Drive Wealth Management
Utah
$373K
FA
1559
Fagan Associates
New York
$372K
MIC
1560
Means Investment Company
Maine
$371K
WPA
1561
West Paces Advisors
Georgia
$370K
EFSCE
1562
Enterprise Financial Services Corp (EFSC)
Missouri
$369K
NHT
1563
New Hampshire Trust
New Hampshire
$369K
CW
1564
Channel Wealth
California
$368K
NPF
1565
Norris Perne & French
Michigan
$368K
CS
1566
Cannell & Spears
New York
$367K
MWP
1567
Meridian Wealth Partners
Pennsylvania
$367K
WC
1568
Westhampton Capital
North Carolina
$365K
FFG
1569
Fiduciary Financial Group
California
$365K
TBT
1570
Texas Bank & Trust
Texas
$364K
MSWMA
1571
Market Street Wealth Management Advisors
Indiana
$363K
MCA
1572
Magnolia Capital Advisors
Mississippi
$362K
WP
1573
Waycross Partners
Kentucky
$361K
LIA
1574
LSP Investment Advisors
New York
$361K
MA
1575
MCF Advisors
Kentucky
$361K