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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
HNB
1801
Hilltop National Bank
Wyoming
$252K
PIA
1802
Perennial Investment Advisors
California
$252K
DWM
1803
Darwin Wealth Management
Florida
$252K
EIM
1804
Essex Investment Management
Massachusetts
$250K
EL
1805
EWA LLC
Pennsylvania
$250K
TFS
1806
Thoroughbred Financial Services
Tennessee
$250K
RWA
1807
Redhawk Wealth Advisors
Minnesota
$250K
WAG
1808
Winthrop Advisory Group
Massachusetts
$250K
FFC
1809
First Financial Corp
Indiana
$250K
GM
1810
GeoWealth Management
Illinois
$249K
EA
1811
Everpar Advisors
Oklahoma
$248K
LCM
1812
Liberty Capital Management
Michigan
$248K
LAM
1813
Longboard Asset Management
Arizona
$248K
AF
1814
Abound Financial
California
$246K
BF
1815
bLong Financial
Tennessee
$246K
PCA
1816
Peddock Capital Advisors
Massachusetts
$245K
SHGA
1817
Sand Hill Global Advisors
California
$245K
PB
1818
Pinnacle Bancorp
Nebraska
$244K
PTB
1819
Pioneer Trust Bank
Oregon
$244K
MMA
1820
Miracle Mile Advisors
California
$244K
RCA
1821
Resonant Capital Advisors
Wisconsin
$244K
WFA
1822
Wellspring Financial Advisors
Ohio
$243K
OWM
1823
OneAscent Wealth Management
Alabama
$242K
BFM
1824
Boothbay Fund Management
New York
$241K
OL
1825
OneFund LLC
Florida
$240K