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Duke Energy

2,251 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, 739 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: 2,2392,251 (+12)

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
2,251
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
WI
1726
Westbourne Investments
Virginia
$282K
SL
1727
Sentinus LLC
Illinois
$281K
FFB
1728
First Financial Bankshares
Texas
$281K
RPC
1729
Rossmore Private Capital
Connecticut
$280K
CRI
1730
Colonial River Investments
Virginia
$280K
MFS
1731
Miller Financial Services
Michigan
$280K
TFP
1732
Tilia Fiduciary Partners
North Carolina
$280K
KIA
1733
Kraematon Investment Advisors
Massachusetts
$279K
TSWM
1734
Tyler-Stone Wealth Management
Ohio
$279K
CG
1735
Curat Global
New Hampshire
$278K
RC
1736
Rexford Capital
Texas
$277K
AWS
1737
Arkfeld Wealth Strategies
Nebraska
$277K
S
1738
Sunpointe
Missouri
$277K
CCFM
1739
Clear Creek Financial Management
Washington
$277K
FRA
1740
Front Row Advisors
California
$276K
SMF
1741
Scott Marsh Financial
Utah
$276K
CM
1742
Cornerstone Management
Georgia
$276K
SWM
1743
Salvus Wealth Management
New Jersey
$276K
SXL
1744
Summit X LLC
Missouri
$275K
AWM
1745
Angeles Wealth Management
California
$275K
FUBT
1746
First United Bank & Trust
Maryland
$275K
BFA
1747
Buttonwood Financial Advisors
Maryland
$274K
PBK
1748
Peoples Bank (Kansas)
Kansas
$274K
GWP
1749
Gateway Wealth Partners
Wisconsin
$273K
SCP
1750
Sivia Capital Partners
California
$273K