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
ABWM
1626
Alpine Bank Wealth Management
Colorado
$337K
SLG
1627
Stanley-Laman Group
Pennsylvania
$335K
TAM
1628
Titleist Asset Management
Texas
$335K
RWP
1629
Revolve Wealth Partners
New Jersey
$335K
FFM
1630
Forum Financial Management
Illinois
$333K
WCP
1631
Wealthcare Capital Partners
Pennsylvania
$333K
NAMNJ
1632
NorthStar Asset Management (New Jersey)
New Jersey
$331K
I
1633
INVST
Indiana
$331K
OBWG
1634
Onyx Bridge Wealth Group
New York
$331K
1C
1635
111 Capital
France
$330K
PIP
1636
Peachtree Investment Partners
Florida
$330K
BW
1637
BIP Wealth
Georgia
$329K
GCM
1638
Generation Capital Management
New York
$329K
BW
1639
BXM Wealth
Colorado
$328K
AAMC
1640
Asset Allocation & Management Company
Illinois
$327K
COI
1641
Connable Office Inc
Michigan
$326K
FMTC
1642
Farmers & Merchants Trust Company
California
$326K
HIS
1643
Horizon Investment Services
Indiana
$326K
CT
1644
Clearstead Trust
Maine
$323K
PCMF
1645
Private Capital Management (Florida)
Florida
$323K
SIA
1646
SkyView Investment Advisors
New Jersey
$322K
PCP
1647
Proficio Capital Partners
Massachusetts
$322K
KCM
1648
Kathmere Capital Management
Pennsylvania
$321K
CPSC
1649
Carl P. Sherr & Co
Massachusetts
$321K
DOA
1650
D'Orazio & Associates
Virginia
$321K