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
WCA
1851
Westover Capital Advisors
Delaware
$236K
GCM
1852
Graver Capital Management
Ohio
$236K
ONB
1853
Old National Bancorp
Indiana
$235K
LKIM
1854
Lawson Kroeker Investment Management
Nebraska
$235K
UWP
1855
Uniting Wealth Partners
Kansas
$234K
XT
1856
XTX Topco
Cayman Islands
$234K
CPC
1857
Consolidated Planning Corp
Georgia
$234K
AFM
1858
Armstrong Fleming & Moore
District of Columbia
$234K
SIS
1859
Strategic Investment Solutions
Illinois
$233K
SA
1860
Sovran Advisors
California
$232K
MWM
1861
MGB Wealth Management
Texas
$231K
PWM
1862
Provident Wealth Management
Tennessee
$231K
MF
1863
Meridian Financial
Massachusetts
$231K
TI
1864
Truepoint Inc
Ohio
$231K
NC
1865
NBW Capital
Massachusetts
$231K
EFM
1866
E Fund Management
China
$231K
WPC
1867
White Pine Capital
Minnesota
$231K
TW
1868
TritonPoint Wealth
Maryland
$230K
SWP
1869
Semus Wealth Partners
Florida
$230K
GA
1870
Goldstein Advisors
Wisconsin
$229K
SA
1871
Shilanski & Associates
Alaska
$229K
BF
1872
Brucke Financial
Indiana
$229K
CFSG
1873
Clark Financial Services Group
Missouri
$228K
RWM
1874
Riverbend Wealth Management
South Carolina
$228K
SHFP
1875
Second Half Financial Partners
Florida
$228K