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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
FUBT
1751
First United Bank & Trust
Maryland
$275K
BFA
1752
Buttonwood Financial Advisors
Maryland
$274K
PBK
1753
Peoples Bank (Kansas)
Kansas
$274K
GWP
1754
Gateway Wealth Partners
Wisconsin
$273K
SCP
1755
Sivia Capital Partners
California
$273K
CPRC
1756
Consolidated Portfolio Review Corp
New York
$273K
CFSG
1757
Community Financial Services Group
Vermont
$273K
BCCM
1758
Bridge Creek Capital Management
Massachusetts
$272K
UAG
1759
United Advisor Group
Ohio
$272K
MAM
1760
Mainsail Asset Management
Alabama
$272K
MSE
1761
MUFG Securities EMEA
United Kingdom
$271K
VFG
1762
Victory Financial Group
Texas
$271K
WSA
1763
Warm Springs Advisors
California
$270K
NWMG
1764
Nicholson Wealth Management Group
South Carolina
$270K
TCWM
1765
Total Clarity Wealth Management
Illinois
$270K
HWMG
1766
Hurlow Wealth Management Group
Indiana
$270K
1WM
1767
1900 Wealth Management
Texas
$270K
EW
1768
Elyxium Wealth
California
$269K
YLHM
1769
Yelin Lapidot Holdings Management
Israel
$269K
TA
1770
TrueWealth Advisors
Alabama
$267K
VAG
1771
VisionPoint Advisory Group
Texas
$267K
CP
1772
Castleview Partners
Texas
$267K
VFPW
1773
Vantage Financial Partners (Wisconsin)
Wisconsin
$267K
HFS
1774
Hantz Financial Services
Michigan
$267K
KSB
1775
Kennebec Savings Bank
Maine
$267K