DUK icon

Duke Energy

2,236 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 154 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,236
Holders Change
+1
Holders Change %
+0.04%
% of All Funds
29.97%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
154
Increased
1,018
Reduced
734
Closed
114
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M
Name Holding Trade Value Shares
Change
Shares
Change %
UF
1601
Univest Financial
Pennsylvania
$340K -$26.2K -222 -7%
MHC
1602
May Hill Capital
Massachusetts
$340K +$23.6K +200 +7%
AWA
1603
AmeriServ Wealth Advisors
Pennsylvania
$339K -$1.89K -16 -0.6%
Kayne Anderson Rudnick Investment Management
1604
Kayne Anderson Rudnick Investment Management
California
$338K +$34.3K +291 +11%
FH
1605
FWG Holdings
Florida
$338K +$1.61K +13 +0.5%
RSWM
1606
Robertson Stephens Wealth Management
California
$337K +$15.3K +130 +5%
KC
1607
Knuff & Co
California
$337K +$708 +6 +0.2%
BHPW
1608
Beverly Hills Private Wealth
California
$337K -$36.5K -309 -10%
ISFAN
1609
Investor's Fiduciary Advisor Network
Washington
$337K +$65K +551 +24%
HF
1610
Holcombe Financial
Georgia
$337K
ITIM
1611
Indiana Trust & Investment Management
Indiana
$337K +$34.3K +291 +11%
ABWM
1612
Alpine Bank Wealth Management
Colorado
$337K -$21.1K -179 -6%
SLG
1613
Stanley-Laman Group
Pennsylvania
$335K +$45.5K +386 +16%
TAM
1614
Titleist Asset Management
Texas
$335K +$21.5K +182 +7%
RWP
1615
Revolve Wealth Partners
New Jersey
$335K -$23.4K -198 -7%
FFM
1616
Forum Financial Management
Illinois
$333K +$90.2K +764 +37%
WCP
1617
Wealthcare Capital Partners
Pennsylvania
$333K +$1.18K +10 +0.4%
NAMNJ
1618
NorthStar Asset Management (New Jersey)
New Jersey
$331K +$6.26K +53 +2%
OBWG
1619
Onyx Bridge Wealth Group
New York
$331K +$944 +8 +0.3%
1C
1620
111 Capital
France
$330K +$330K +2,797 New
PIP
1621
Peachtree Investment Partners
Florida
$330K -$43.9K -372 -12%
BW
1622
BIP Wealth
Georgia
$329K -$115K -973 -26%
GCM
1623
Generation Capital Management
New York
$329K
BW
1624
BXM Wealth
Colorado
$328K -$93.7K -794 -22%
AAMC
1625
Asset Allocation & Management Company
Illinois
$327K