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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
MEAC
1676
M.E. Allison & Co
Texas
$306K
SFG
1677
Sather Financial Group
Texas
$306K
CA
1678
Capital Advantage
California
$306K
PCA
1679
Pallas Capital Advisors
Massachusetts
$305K
CAWM
1680
Capital Advisors Wealth Management
Washington
$305K
WQ
1681
Wealth Quarterback
New Jersey
$305K
HPIA
1682
Hamilton Point Investment Advisors
North Carolina
$305K
BWG
1683
Berry Wealth Group
Texas
$305K
FG
1684
Foster Group
Iowa
$304K
RCWM
1685
Royal Capital Wealth Management
Indiana
$303K
LCM
1686
LCM Capital Management
Illinois
$302K
BWMG
1687
Barnes Wealth Management Group
California
$302K
FA
1688
Fountainhead AM
New Jersey
$301K
TSMHT
1689
Thurston Springer Miller Herd & Titak
Indiana
$300K
FBT
1690
First Bankers Trust
Kentucky
$300K
FLFS
1691
Family Legacy Financial Solutions
North Carolina
$300K
BWCS
1692
Beirne Wealth Consulting Services
Connecticut
$300K
LCM
1693
Lazari Capital Management
California
$299K
WTA
1694
Washington Trust Advisors
Massachusetts
$296K
SW
1695
Schulz Wealth
Texas
$296K
AG
1696
AlTi Global
New York
$296K
FFG
1697
Fortem Financial Group
California
$295K
MWM
1698
Maltin Wealth Management
New Jersey
$295K
VCM
1699
Versant Capital Management
Arizona
$293K
GD
1700
Grandfield & Dodd
New York
$293K