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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 %
FLFS
1676
Family Legacy Financial Solutions
North Carolina
$300K +$300K +2,544 New
BWCS
1677
Beirne Wealth Consulting Services
Connecticut
$300K +$826 +7 +0.3%
LCM
1678
Lazari Capital Management
California
$299K -$1.42K -12 -0.5%
WTA
1679
Washington Trust Advisors
Massachusetts
$296K
SW
1680
Schulz Wealth
Texas
$296K
AG
1681
AlTi Global
New York
$296K +$67.2K +569 +29%
FFG
1682
Fortem Financial Group
California
$295K +$295K +2,501 New
MWM
1683
Maltin Wealth Management
New Jersey
$295K
VCM
1684
Versant Capital Management
Arizona
$293K +$4.01K +34 +1%
GD
1685
Grandfield & Dodd
New York
$293K
PA
1686
PSI Advisors
Florida
$293K -$49.3K -418 -14%
EC
1687
EntryPoint Capital
New York
$293K -$8.5K -72 -3%
PWM
1688
Partners Wealth Management
California
$292K
FCA
1689
Fortis Capital Advisors
Kansas
$292K +$3.07K +26 +1%
LA
1690
LexAurum Advisors
Kansas
$292K -$1.65K -14 -0.6%
CH
1691
Cromwell Holdings
Wyoming
$291K
LAS
1692
Lloyd Advisory Services
Georgia
$291K -$590 -5 -0.2%
AA
1693
Acorns Advisers
California
$291K +$80.3K +680 +38%
NSAM
1694
North Star Asset Management
Wisconsin
$291K +$236 +2 +0.1%
FFWA
1695
FRG Family Wealth Advisors
Washington
$289K
BS
1696
Banco Santander
Spain
$289K +$289K +2,447 New
RDFA
1697
Ritter Daniher Financial Advisory
Ohio
$289K -$27.1K -230 -9%
BWM
1698
Blossom Wealth Management
California
$289K -$34.2K -290 -11%
RWI
1699
Red Wave Investments
Pennsylvania
$286K -$6.25K -53 -2%
LFG
1700
Lockerman Financial Group
California
$286K