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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
CCA
1826
Clearwater Capital Advisors
Illinois
$239K
CWM
1827
CarsonAllaria Wealth Management
Illinois
$239K
VHAM
1828
Van Hulzen Asset Management
California
$239K
VCM
1829
Virtue Capital Management
Tennessee
$239K
LPT
1830
Legacy Private Trust
Wisconsin
$239K
TI
1831
tru Independence
Oregon
$239K
TFG
1832
Taylor Financial Group
Virginia
$238K
CWIG
1833
Chung Wu Investment Group
Texas
$238K
PP
1834
Patron Partners
Texas
$238K
PWPS
1835
Pinnacle Wealth Planning Services
Ohio
$238K
LSIA
1836
LaSalle St. Investment Advisors
Illinois
$238K
TWP
1837
Tower Wealth Partners
Pennsylvania
$238K
FS
1838
Ferguson Shapiro
Georgia
$238K
PJWM
1839
Philip James Wealth Mangement
Georgia
$237K
JFGIW
1840
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K
AFW
1841
Atlantic Family Wealth
Florida
$237K
ST
1842
Sentinel Trust
Texas
$237K
GCM
1843
Graver Capital Management
Ohio
$236K
WCA
1844
Westover Capital Advisors
Delaware
$236K
ONB
1845
Old National Bancorp
Indiana
$235K
LKIM
1846
Lawson Kroeker Investment Management
Nebraska
$235K
UWP
1847
Uniting Wealth Partners
Kansas
$234K
XT
1848
XTX Topco
Cayman Islands
$234K
CPC
1849
Consolidated Planning Corp
Georgia
$234K
AFM
1850
Armstrong Fleming & Moore
District of Columbia
$234K