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Duke Energy

2,235 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
Holders Change %
0%
% of All Funds
29.96%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
153
Increased
1,018
Reduced
734
Closed
114
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
1876
Atwood & Palmer
Missouri
$222K
CAGAS
1877
Capital Advisory Group Advisory Services
Minnesota
$222K +$21.6K +183 +11%
IWC
1878
Infinity Wealth Counsel
Ohio
$221K
PIA
1879
Pinion Investment Advisors
Kansas
$221K -$118 -1 -0.1%
PL
1880
Plancorp LLC
Missouri
$221K +$2.24K +19 +1%
GF
1881
Gries Financial
Ohio
$221K +$5.31K +45 +2%
CSPIA
1882
Cary Street Partners Investment Advisory
Virginia
$221K +$7.67K +65 +4%
BMC
1883
Benin Management Corp
Connecticut
$220K
BFA
1884
Beaumont Financial Advisors
Massachusetts
$220K -$2.24K -19 -1%
AHC
1885
Adell Harriman & Carpenter
Texas
$220K +$1.06K +9 +0.5%
SFO
1886
Stokes Family Office
Louisiana
$220K -$21.1K -179 -9%
FGWP
1887
Founders Grove Wealth Partners
Virginia
$219K -$21.4K -181 -9%
BW
1888
Balance Wealth
Ohio
$219K -$118 -1 -0.1%
JJBC
1889
James J. Burns & Company
New York
$219K +$7.2K +61 +3%
HFS
1890
Hughes Financial Services
Virginia
$219K +$876 +7 +0.4%
RCG
1891
Regatta Capital Group
California
$219K +$22.1K +187 +11%
FWM
1892
Focused Wealth Management
New York
$219K -$109K -920 -33%
PS
1893
Planned Solutions
California
$219K
BRA
1894
Bender Robert & Associates
California
$218K
SIA
1895
Strategic Investment Advisors
Michigan
$218K +$14.3K +121 +7%
HBW
1896
Hazlett, Burt & Watson
West Virginia
$218K -$13.4K -113 -6%
WCG
1897
Weaver Consulting Group
California
$218K +$354 +3 +0.2%
FFS
1898
Founders Financial Securities
Maryland
$217K +$1.42K +12 +0.7%
FW
1899
FullCircle Wealth
Texas
$217K +$1.24K +10 +0.6%
WBC
1900
West Branch Capital
Massachusetts
$217K -$16.5K -140 -7%