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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
SIS
1851
Strategic Investment Solutions
Illinois
$233K
SA
1852
Sovran Advisors
California
$232K
MWM
1853
MGB Wealth Management
Texas
$231K
PWM
1854
Provident Wealth Management
Tennessee
$231K
MF
1855
Meridian Financial
Massachusetts
$231K
TI
1856
Truepoint Inc
Ohio
$231K
NC
1857
NBW Capital
Massachusetts
$231K
EFM
1858
E Fund Management
China
$231K
WPC
1859
White Pine Capital
Minnesota
$231K
TW
1860
TritonPoint Wealth
Maryland
$230K
SWP
1861
Semus Wealth Partners
Florida
$230K
GA
1862
Goldstein Advisors
Wisconsin
$229K
SA
1863
Shilanski & Associates
Alaska
$229K
BF
1864
Brucke Financial
Indiana
$229K
CFSG
1865
Clark Financial Services Group
Missouri
$228K
RWM
1866
Riverbend Wealth Management
South Carolina
$228K
SHFP
1867
Second Half Financial Partners
Florida
$228K
AIM
1868
Advyzon Investment Management
Illinois
$228K
PIM
1869
Plato Investment Management
Australia
$227K
AHL
1870
Abel Hall LLC
Louisiana
$227K
PFG
1871
Prosperity Financial Group
California
$227K
PMSA
1872
Patrick M. Sweeney & Associates
Illinois
$226K
WAC
1873
William Allan Corp
Colorado
$225K
HIA
1874
Harbor Investment Advisory
Maryland
$225K
CAM
1875
Cypress Asset Management
Texas
$225K