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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
CAWM
1676
Capital Advisors Wealth Management
Washington
$305K
WQ
1677
Wealth Quarterback
New Jersey
$305K
HPIA
1678
Hamilton Point Investment Advisors
North Carolina
$305K
BWG
1679
Berry Wealth Group
Texas
$305K
FG
1680
Foster Group
Iowa
$304K
RCWM
1681
Royal Capital Wealth Management
Indiana
$303K
LCM
1682
LCM Capital Management
Illinois
$302K
BWMG
1683
Barnes Wealth Management Group
California
$302K
FA
1684
Fountainhead AM
New Jersey
$301K
TSMHT
1685
Thurston Springer Miller Herd & Titak
Indiana
$300K
FBT
1686
First Bankers Trust
Kentucky
$300K
FLFS
1687
Family Legacy Financial Solutions
North Carolina
$300K
BWCS
1688
Beirne Wealth Consulting Services
Connecticut
$300K
LCM
1689
Lazari Capital Management
California
$299K
SW
1690
Schulz Wealth
Texas
$296K
WTA
1691
Washington Trust Advisors
Massachusetts
$296K
AG
1692
AlTi Global
New York
$296K
FFG
1693
Fortem Financial Group
California
$295K
MWM
1694
Maltin Wealth Management
New Jersey
$295K
VCM
1695
Versant Capital Management
Arizona
$293K
GD
1696
Grandfield & Dodd
New York
$293K
PA
1697
PSI Advisors
Florida
$293K
EC
1698
EntryPoint Capital
New York
$293K
PWM
1699
Partners Wealth Management
California
$292K
FCA
1700
Fortis Capital Advisors
Kansas
$292K