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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
FFM
1626
Forum Financial Management
Illinois
$333K
WCP
1627
Wealthcare Capital Partners
Pennsylvania
$333K
NAMNJ
1628
NorthStar Asset Management (New Jersey)
New Jersey
$331K
I
1629
INVST
Indiana
$331K
OBWG
1630
Onyx Bridge Wealth Group
New York
$331K
1C
1631
111 Capital
France
$330K
PIP
1632
Peachtree Investment Partners
Florida
$330K
BW
1633
BIP Wealth
Georgia
$329K
GCM
1634
Generation Capital Management
New York
$329K
BW
1635
BXM Wealth
Colorado
$328K
AAMC
1636
Asset Allocation & Management Company
Illinois
$327K
COI
1637
Connable Office Inc
Michigan
$326K
FMTC
1638
Farmers & Merchants Trust Company
California
$326K
HIS
1639
Horizon Investment Services
Indiana
$326K
CT
1640
Clearstead Trust
Maine
$323K
PCMF
1641
Private Capital Management (Florida)
Florida
$323K
SIA
1642
SkyView Investment Advisors
New Jersey
$322K
PCP
1643
Proficio Capital Partners
Massachusetts
$322K
KCM
1644
Kathmere Capital Management
Pennsylvania
$321K
CPSC
1645
Carl P. Sherr & Co
Massachusetts
$321K
DOA
1646
D'Orazio & Associates
Virginia
$321K
MSFP
1647
Mark Sheptoff Financial Planning
Connecticut
$320K
GAB
1648
German American Bancorp
Indiana
$320K
BC
1649
Bayforest Capital
United Kingdom
$319K
CWM
1650
Calamos Wealth Management
Illinois
$319K