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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 %
FMI
1651
F/M Investments
District of Columbia
$310K -$1.53K -13 -0.5%
RFS
1652
Richardson Financial Services
Massachusetts
$309K -$2.38K -20 -0.8%
EWM
1653
Elmwood Wealth Management
California
$309K +$1.06K +9 +0.3%
HGA
1654
Hobbs Group Advisors
South Carolina
$309K
SIG
1655
Spinnaker Investment Group
California
$309K -$2.71K -23 -0.9%
PK
1656
Pflug Koory
Nebraska
$309K
PWM
1657
Partnership Wealth Management
Maryland
$308K
SIC
1658
Sigma Investment Counselors
Michigan
$308K -$55K -466 -15%
LBC
1659
Leigh Baldwin & Co
New York
$308K +$308K +2,607 New
CNBTD
1660
Citizens National Bank Trust Department
Mississippi
$306K -$1.77K -15 -0.6%
MEAC
1661
M.E. Allison & Co
Texas
$306K +$24.2K +205 +9%
SFG
1662
Sather Financial Group
Texas
$306K +$306K +2,590 New
CA
1663
Capital Advantage
California
$306K +$17.7K +150 +6%
PCA
1664
Pallas Capital Advisors
Massachusetts
$305K -$168K -1,424 -35%
CAWM
1665
Capital Advisors Wealth Management
Washington
$305K +$8.14K +69 +3%
WQ
1666
Wealth Quarterback
New Jersey
$305K +$16.2K +137 +6%
HPIA
1667
Hamilton Point Investment Advisors
North Carolina
$305K +$3.66K +31 +1%
BWG
1668
Berry Wealth Group
Texas
$305K +$42.4K +359 +16%
FG
1669
Foster Group
Iowa
$304K +$8.97K +76 +3%
RCWM
1670
Royal Capital Wealth Management
Indiana
$303K -$5.9K -50 -2%
LCM
1671
LCM Capital Management
Illinois
$302K +$4.96K +42 +2%
BWMG
1672
Barnes Wealth Management Group
California
$302K +$302K +2,557 New
FA
1673
Fountainhead AM
New Jersey
$301K +$56.5K +479 +23%
TSMHT
1674
Thurston Springer Miller Herd & Titak
Indiana
$300K +$31.5K +267 +12%
FBT
1675
First Bankers Trust
Kentucky
$300K -$18.4K -156 -6%