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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
GG
1776
Gleason Group
Kentucky
$267K
TH
1777
TCTC Holdings
Texas
$266K
SI
1778
Severin Investments
Missouri
$266K
SMH
1779
Sanders Morris Harris
Texas
$266K
SF
1780
Slagle Financial
Illinois
$265K
VCAM
1781
Van Cleef Asset Management
Ohio
$265K
WI
1782
WrapManager Inc
California
$265K
LRPA
1783
L. Roy Papp & Associates
Arizona
$264K
MWM
1784
Manske Wealth Management
Texas
$264K
SIM
1785
Sentry Investment Management
Wisconsin
$264K
CC
1786
Cultivar Capital
Texas
$264K
MKC
1787
M. Kraus & Co
Vermont
$263K
ST
1788
Smithfield Trust
Pennsylvania
$263K
FPWM
1789
FSB Premier Wealth Management
Iowa
$262K
CSB
1790
City State Bank
Iowa
$262K
BST
1791
Bath Savings Trust
Maine
$261K
MPCG
1792
Matrix Private Capital Group
New York
$260K
CPA
1793
Capital Planning Advisors
California
$258K
TWP
1794
Triad Wealth Partners
Kansas
$258K
JAA
1795
Joel Adams & Associates
North Carolina
$258K
LCWP
1796
Legacy Capital Wealth Partners
Arkansas
$258K
IPW
1797
Intergy Private Wealth
Colorado
$258K
KIM
1798
Kestra Investment Management
Texas
$257K
RBC
1799
Roble Belko & Company
Pennsylvania
$257K
IC
1800
Inscription Capital
Texas
$256K