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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
1776
WrapManager Inc
California
$265K
LRPA
1777
L. Roy Papp & Associates
Arizona
$264K
SIM
1778
Sentry Investment Management
Wisconsin
$264K
CC
1779
Cultivar Capital
Texas
$264K
MKC
1780
M. Kraus & Co
Vermont
$263K
ST
1781
Smithfield Trust
Pennsylvania
$263K
FPWM
1782
FSB Premier Wealth Management
Iowa
$262K
CSB
1783
City State Bank
Iowa
$262K
BST
1784
Bath Savings Trust
Maine
$261K
MPCG
1785
Matrix Private Capital Group
New York
$260K
CPA
1786
Capital Planning Advisors
California
$258K
TWP
1787
Triad Wealth Partners
Kansas
$258K
JAA
1788
Joel Adams & Associates
North Carolina
$258K
LCWP
1789
Legacy Capital Wealth Partners
Arkansas
$258K
IPW
1790
Intergy Private Wealth
Colorado
$258K
KIM
1791
Kestra Investment Management
Texas
$257K
RBC
1792
Roble Belko & Company
Pennsylvania
$257K
IC
1793
Inscription Capital
Texas
$256K
OF
1794
Optimize Financial
California
$256K
MPM
1795
MBB Public Markets
Illinois
$256K
FMTCOCP
1796
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K
AIM
1797
Alhambra Investment Management
Florida
$254K
OPPS
1798
Obsidian Personal Planning Solutions
Maryland
$254K
AA
1799
Auxano Advisors
Washington
$254K
CCM
1800
Canal Capital Management
Virginia
$253K