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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
CPRC
1751
Consolidated Portfolio Review Corp
New York
$273K
CFSG
1752
Community Financial Services Group
Vermont
$273K
BCCM
1753
Bridge Creek Capital Management
Massachusetts
$272K
UAG
1754
United Advisor Group
Ohio
$272K
MAM
1755
Mainsail Asset Management
Alabama
$272K
MSE
1756
MUFG Securities EMEA
United Kingdom
$271K
VFG
1757
Victory Financial Group
Texas
$271K
WSA
1758
Warm Springs Advisors
California
$270K
NWMG
1759
Nicholson Wealth Management Group
South Carolina
$270K
TCWM
1760
Total Clarity Wealth Management
Illinois
$270K
HWMG
1761
Hurlow Wealth Management Group
Indiana
$270K
1WM
1762
1900 Wealth Management
Texas
$270K
EW
1763
Elyxium Wealth
California
$269K
YLHM
1764
Yelin Lapidot Holdings Management
Israel
$269K
TA
1765
TrueWealth Advisors
Alabama
$267K
VAG
1766
VisionPoint Advisory Group
Texas
$267K
CP
1767
Castleview Partners
Texas
$267K
VFPW
1768
Vantage Financial Partners (Wisconsin)
Wisconsin
$267K
HFS
1769
Hantz Financial Services
Michigan
$267K
KSB
1770
Kennebec Savings Bank
Maine
$267K
GG
1771
Gleason Group
Kentucky
$267K
TH
1772
TCTC Holdings
Texas
$266K
SMH
1773
Sanders Morris Harris
Texas
$266K
SF
1774
Slagle Financial
Illinois
$265K
VCAM
1775
Van Cleef Asset Management
Ohio
$265K