DUK icon

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
EIP
1601
Ellis Investment Partners
Pennsylvania
$349K
VST
1602
Van Strum & Towne
California
$347K
ICP
1603
Interchange Capital Partners
Pennsylvania
$346K
IAMOG
1604
Investors Asset Management of Georgia
Georgia
$345K
CBT
1605
Central Bank & Trust
Kentucky
$345K
BTW
1606
Boston Trust Walden
Massachusetts
$344K
SAM
1607
Sequent Asset Management
Texas
$344K
SJL
1608
Shayne & Jacobs LLC
Tennessee
$342K
EW
1609
Evoke Wealth
California
$342K
CCIA
1610
Campbell & Co Investment Adviser
Maryland
$342K
RMAM
1611
Raab & Moskowitz Asset Management
New Jersey
$342K
BAM
1612
Berkshire Asset Management
Pennsylvania
$341K
FS
1613
Financial Symmetry
North Carolina
$341K
UF
1614
Univest Financial
Pennsylvania
$340K
MHC
1615
May Hill Capital
Massachusetts
$340K
AWA
1616
AmeriServ Wealth Advisors
Pennsylvania
$339K
Kayne Anderson Rudnick Investment Management
1617
Kayne Anderson Rudnick Investment Management
California
$338K
FH
1618
FWG Holdings
Florida
$338K
RSWM
1619
Robertson Stephens Wealth Management
California
$337K
SAM
1620
Smith Asset Management
Florida
$337K
KC
1621
Knuff & Co
California
$337K
BHPW
1622
Beverly Hills Private Wealth
California
$337K
ISFAN
1623
Investor's Fiduciary Advisor Network
Washington
$337K
HF
1624
Holcombe Financial
Georgia
$337K
ITIM
1625
Indiana Trust & Investment Management
Indiana
$337K