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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
MSFP
1651
Mark Sheptoff Financial Planning
Connecticut
$320K
GAB
1652
German American Bancorp
Indiana
$320K
BC
1653
Bayforest Capital
United Kingdom
$319K
CWM
1654
Calamos Wealth Management
Illinois
$319K
CCC
1655
Chelsea Counsel Company
California
$319K
PAM
1656
Paradigm Asset Management
New York
$319K
JWBC
1657
J.W. Burns & Co
New York
$318K
SWM
1658
SpringVest Wealth Management
Texas
$317K
CCA
1659
Cravens & Co Advisors
Tennessee
$317K
CFG
1660
Cooper Financial Group
California
$316K
QIM
1661
Quest Investment Management
Oregon
$314K
GAM
1662
Griffin Asset Management
New York
$314K
EAM
1663
Everstar Asset Management
North Carolina
$313K
OA
1664
Oxbow Advisors
Texas
$313K
KA
1665
Kozak & Associates
Colorado
$311K
FMI
1666
F/M Investments
District of Columbia
$310K
RFS
1667
Richardson Financial Services
Massachusetts
$309K
EWM
1668
Elmwood Wealth Management
California
$309K
HGA
1669
Hobbs Group Advisors
South Carolina
$309K
SIG
1670
Spinnaker Investment Group
California
$309K
PK
1671
Pflug Koory
Nebraska
$309K
PWM
1672
Partnership Wealth Management
Maryland
$308K
SIC
1673
Sigma Investment Counselors
Michigan
$308K
LBC
1674
Leigh Baldwin & Co
New York
$308K
CNBTD
1675
Citizens National Bank Trust Department
Mississippi
$306K