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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
AIA
1726
Alternative Investment Advisors
Florida
$283K
FA
1727
FDx Advisors
Illinois
$283K
WAM
1728
Weatherly Asset Management
California
$283K
JF
1729
Joule Financial
Kentucky
$283K
HW
1730
HORAN Wealth
Ohio
$282K
WI
1731
Westbourne Investments
Virginia
$282K
SL
1732
Sentinus LLC
Illinois
$281K
FFB
1733
First Financial Bankshares
Texas
$281K
RPC
1734
Rossmore Private Capital
Connecticut
$280K
CRI
1735
Colonial River Investments
Virginia
$280K
MFS
1736
Miller Financial Services
Michigan
$280K
TFP
1737
Tilia Fiduciary Partners
North Carolina
$280K
KIA
1738
Kraematon Investment Advisors
Massachusetts
$279K
TSWM
1739
Tyler-Stone Wealth Management
Ohio
$279K
CG
1740
Curat Global
New Hampshire
$278K
RC
1741
Rexford Capital
Texas
$277K
AWS
1742
Arkfeld Wealth Strategies
Nebraska
$277K
S
1743
Sunpointe
Missouri
$277K
CCFM
1744
Clear Creek Financial Management
Washington
$277K
FRA
1745
Front Row Advisors
California
$276K
SMF
1746
Scott Marsh Financial
Utah
$276K
CM
1747
Cornerstone Management
Georgia
$276K
SWM
1748
Salvus Wealth Management
New Jersey
$276K
SXL
1749
Summit X LLC
Missouri
$275K
AWM
1750
Angeles Wealth Management
California
$275K