DUK icon

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
OF
1801
Optimize Financial
California
$256K
MPM
1802
MBB Public Markets
Illinois
$256K
FMTCOCP
1803
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$255K
TAM
1804
Tucker Asset Management
Colorado
$255K
AIM
1805
Alhambra Investment Management
Florida
$254K
OPPS
1806
Obsidian Personal Planning Solutions
Maryland
$254K
AA
1807
Auxano Advisors
Washington
$254K
CCM
1808
Canal Capital Management
Virginia
$253K
HNB
1809
Hilltop National Bank
Wyoming
$252K
PIA
1810
Perennial Investment Advisors
California
$252K
DWM
1811
Darwin Wealth Management
Florida
$252K
EIM
1812
Essex Investment Management
Massachusetts
$250K
EL
1813
EWA LLC
Pennsylvania
$250K
TFS
1814
Thoroughbred Financial Services
Tennessee
$250K
RWA
1815
Redhawk Wealth Advisors
Minnesota
$250K
WAG
1816
Winthrop Advisory Group
Massachusetts
$250K
FFC
1817
First Financial Corp
Indiana
$250K
GM
1818
GeoWealth Management
Illinois
$249K
EA
1819
Everpar Advisors
Oklahoma
$248K
LCM
1820
Liberty Capital Management
Michigan
$248K
LAM
1821
Longboard Asset Management
Arizona
$248K
AF
1822
Abound Financial
California
$246K
BF
1823
bLong Financial
Tennessee
$246K
PCA
1824
Peddock Capital Advisors
Massachusetts
$245K
SHGA
1825
Sand Hill Global Advisors
California
$245K