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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
PA
1701
PSI Advisors
Florida
$293K
EC
1702
EntryPoint Capital
New York
$293K
PWM
1703
Partners Wealth Management
California
$292K
FCA
1704
Fortis Capital Advisors
Kansas
$292K
LA
1705
LexAurum Advisors
Kansas
$292K
CH
1706
Cromwell Holdings
Wyoming
$291K
LAS
1707
Lloyd Advisory Services
Georgia
$291K
AA
1708
Acorns Advisers
California
$291K
NSAM
1709
North Star Asset Management
Wisconsin
$291K
FFWA
1710
FRG Family Wealth Advisors
Washington
$289K
BS
1711
Banco Santander
Spain
$289K
RDFA
1712
Ritter Daniher Financial Advisory
Ohio
$289K
BWM
1713
Blossom Wealth Management
California
$289K
RWI
1714
Red Wave Investments
Pennsylvania
$286K
LFG
1715
Lockerman Financial Group
California
$286K
MAM
1716
McLean Asset Management
Virginia
$286K
LIG
1717
Lokken Investment Group
Delaware
$286K
CAM
1718
Cozad Asset Management
Illinois
$285K
DE
1719
Diversified Enterprises
Delaware
$285K
KOC
1720
Koss-Olinger Consulting
Florida
$285K
AGWCA
1721
Annis Gardner Whiting Capital Advisors
Florida
$285K
HWM
1722
Howard Wealth Management
Connecticut
$284K
KBFS
1723
Kohmann Bosshard Financial Services
Ohio
$284K
AA
1724
Apriem Advisors
California
$283K
TWM
1725
Tradition Wealth Management
Minnesota
$283K