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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
CCC
1651
Chelsea Counsel Company
California
$319K
PAM
1652
Paradigm Asset Management
New York
$319K
JWBC
1653
J.W. Burns & Co
New York
$318K
SWM
1654
SpringVest Wealth Management
Texas
$317K
CCA
1655
Cravens & Co Advisors
Tennessee
$317K
CFG
1656
Cooper Financial Group
California
$316K
QIM
1657
Quest Investment Management
Oregon
$314K
GAM
1658
Griffin Asset Management
New York
$314K
EAM
1659
Everstar Asset Management
North Carolina
$313K
OA
1660
Oxbow Advisors
Texas
$313K
KA
1661
Kozak & Associates
Colorado
$311K
FMI
1662
F/M Investments
District of Columbia
$310K
RFS
1663
Richardson Financial Services
Massachusetts
$309K
EWM
1664
Elmwood Wealth Management
California
$309K
HGA
1665
Hobbs Group Advisors
South Carolina
$309K
SIG
1666
Spinnaker Investment Group
California
$309K
PK
1667
Pflug Koory
Nebraska
$309K
PWM
1668
Partnership Wealth Management
Maryland
$308K
SIC
1669
Sigma Investment Counselors
Michigan
$308K
LBC
1670
Leigh Baldwin & Co
New York
$308K
CNBTD
1671
Citizens National Bank Trust Department
Mississippi
$306K
MEAC
1672
M.E. Allison & Co
Texas
$306K
SFG
1673
Sather Financial Group
Texas
$306K
CA
1674
Capital Advantage
California
$306K
PCA
1675
Pallas Capital Advisors
Massachusetts
$305K