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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
WA1
1576
Wimmer Associates 1
California
$361K
SN
1577
Sittner & Nelson
Oregon
$360K
CFA
1578
CWS Financial Advisors
Michigan
$360K
EB
1579
Exchange Bank
California
$359K
JC
1580
JB Capital
Connecticut
$359K
JWM
1581
Jackson Wealth Management
Florida
$359K
CCM
1582
Charter Capital Management
Wisconsin
$359K
AFAS
1583
Acorn Financial Advisory Services
Virginia
$359K
MHR
1584
Matthew Hamilton Rosenberg
$359K
MWA
1585
Midland Wealth Advisors
Illinois
$358K
NG
1586
Novem Group
New York
$357K
HWA
1587
Heartwood Wealth Advisors
Virginia
$356K
RBWA
1588
RFG - Bristol Wealth Advisors
Massachusetts
$356K
MAWA
1589
Moss Adams Wealth Advisors
Washington
$355K
CIG
1590
Cascade Investment Group
Colorado
$355K
TCA
1591
Transcend Capital Advisors
New Jersey
$355K
WPI
1592
Walter Public Investments
Canada
$354K
FHC
1593
First Heartland Consultants
Missouri
$354K
CG
1594
CFO4Life Group
Texas
$354K
MAV
1595
Mason & Associates (Virginia)
Virginia
$353K
CWM
1596
Centurion Wealth Management
Virginia
$353K
LOIP
1597
Live Oak Investment Partners
Texas
$353K
PG
1598
Prostatis Group
Maryland
$350K
CB
1599
CNB Bank
Pennsylvania
$349K
HDA
1600
Harold Davidson & Associates
California
$349K