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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
PB
1826
Pinnacle Bancorp
Nebraska
$244K
PTB
1827
Pioneer Trust Bank
Oregon
$244K
MMA
1828
Miracle Mile Advisors
California
$244K
RCA
1829
Resonant Capital Advisors
Wisconsin
$244K
WFA
1830
Wellspring Financial Advisors
Ohio
$243K
OWM
1831
OneAscent Wealth Management
Alabama
$242K
BFM
1832
Boothbay Fund Management
New York
$241K
OL
1833
OneFund LLC
Florida
$240K
CCA
1834
Clearwater Capital Advisors
Illinois
$239K
CWM
1835
CarsonAllaria Wealth Management
Illinois
$239K
VHAM
1836
Van Hulzen Asset Management
California
$239K
VCM
1837
Virtue Capital Management
Tennessee
$239K
LPT
1838
Legacy Private Trust
Wisconsin
$239K
TI
1839
tru Independence
Oregon
$239K
TFG
1840
Taylor Financial Group
Virginia
$238K
CWIG
1841
Chung Wu Investment Group
Texas
$238K
PP
1842
Patron Partners
Texas
$238K
PWPS
1843
Pinnacle Wealth Planning Services
Ohio
$238K
LSIA
1844
LaSalle St. Investment Advisors
Illinois
$238K
TWP
1845
Tower Wealth Partners
Pennsylvania
$238K
FS
1846
Ferguson Shapiro
Georgia
$238K
PJWM
1847
Philip James Wealth Mangement
Georgia
$237K
JFGIW
1848
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$237K
AFW
1849
Atlantic Family Wealth
Florida
$237K
ST
1850
Sentinel Trust
Texas
$237K