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