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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
AIM
1876
Advyzon Investment Management
Illinois
$228K
PIM
1877
Plato Investment Management
Australia
$227K
AHL
1878
Abel Hall LLC
Louisiana
$227K
PFG
1879
Prosperity Financial Group
California
$227K
PMSA
1880
Patrick M. Sweeney & Associates
Illinois
$226K
WAC
1881
William Allan Corp
Colorado
$225K
HIA
1882
Harbor Investment Advisory
Maryland
$225K
CAM
1883
Cypress Asset Management
Texas
$225K
IA
1884
Integrity Alliance
Iowa
$225K
ES
1885
Eagle Strategies
New York
$225K
KCAM
1886
Kagan Cocozza Asset Management
New Jersey
$224K
AMM
1887
American Money Management
California
$224K
GHAM
1888
Gilman Hill Asset Management
Connecticut
$224K
SCM
1889
Silvant Capital Management
Georgia
$223K
FAT
1890
First American Trust
California
$222K
OPTFSNA
1891
Old Point Trust & Financial Services N A
Virginia
$222K
CPA
1892
Capital Performance Advisors
California
$222K
MCM
1893
MV Capital Management
Maryland
$222K
LIA
1894
LifePlan Investment Advisors
North Carolina
$222K
AP
1895
Atwood & Palmer
Missouri
$222K
CAGAS
1896
Capital Advisory Group Advisory Services
Minnesota
$222K
IWC
1897
Infinity Wealth Counsel
Ohio
$221K
PIA
1898
Pinion Investment Advisors
Kansas
$221K
PL
1899
Plancorp LLC
Missouri
$221K
GF
1900
Gries Financial
Ohio
$221K