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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
IA
1876
Integrity Alliance
Iowa
$225K
ES
1877
Eagle Strategies
New York
$225K
KCAM
1878
Kagan Cocozza Asset Management
New Jersey
$224K
AMM
1879
American Money Management
California
$224K
GHAM
1880
Gilman Hill Asset Management
Connecticut
$224K
SCM
1881
Silvant Capital Management
Georgia
$223K
FAT
1882
First American Trust
California
$222K
OPTFSNA
1883
Old Point Trust & Financial Services N A
Virginia
$222K
CPA
1884
Capital Performance Advisors
California
$222K
MCM
1885
MV Capital Management
Maryland
$222K
LIA
1886
LifePlan Investment Advisors
North Carolina
$222K
AP
1887
Atwood & Palmer
Missouri
$222K
CAGAS
1888
Capital Advisory Group Advisory Services
Minnesota
$222K
IWC
1889
Infinity Wealth Counsel
Ohio
$221K
PIA
1890
Pinion Investment Advisors
Kansas
$221K
PL
1891
Plancorp LLC
Missouri
$221K
GF
1892
Gries Financial
Ohio
$221K
CSPIA
1893
Cary Street Partners Investment Advisory
Virginia
$221K
BMC
1894
Benin Management Corp
Connecticut
$220K
BFA
1895
Beaumont Financial Advisors
Massachusetts
$220K
AHC
1896
Adell Harriman & Carpenter
Texas
$220K
SFO
1897
Stokes Family Office
Louisiana
$220K
FGWP
1898
Founders Grove Wealth Partners
Virginia
$219K
BW
1899
Balance Wealth
Ohio
$219K
JJBC
1900
James J. Burns & Company
New York
$219K