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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 %
PFM
1901
Patton Fund Management
Texas
$217K +$217K +1,837 New
LWM
1902
Liberty Wealth Management
California
$217K -$11.4K -97 -5%
TP
1903
Tranquility Partners
Tennessee
$216K
SL
1904
Sentry LLC
Tennessee
$216K +$10.2K +86 +5%
Financial Engines Advisors
1905
Financial Engines Advisors
California
$216K +$216K +1,828 New
OWP
1906
Obermeyer Wealth Partners
Colorado
$215K
NFGCM
1907
Norman Fields Gottscho Capital Management
New York
$215K -$5.91K -50 -3%
LS
1908
Leelyn Smith
Illinois
$215K +$826 +7 +0.4%
RFA
1909
Reyes Financial Architecture
California
$215K -$590 -5 -0.3%
SC
1910
Stephens Consulting
Michigan
$214K +$3.3K +28 +2%
BFA
1911
Beacon Financial Advisory
Ohio
$214K -$868K -7,354 -80%
RWMG
1912
Redwood Wealth Management Group
New Jersey
$214K +$354 +3 +0.2%
JPMIA
1913
J.P. Marvel Investment Advisors
Massachusetts
$214K
TCM
1914
Tradewinds Capital Management
Washington
$213K
1WA
1915
180 Wealth Advisors
Washington
$213K -$4.96K -42 -2%
OAM
1916
Ostrum Asset Management
France
$213K -$6.14K -52 -3%
SIAG
1917
Safeguard Investment Advisory Group
California
$212K +$2.24K +19 +1%
JWM
1918
Jessup Wealth Management
Ohio
$212K +$236 +2 +0.1%
LA
1919
Lifeworks Advisors
Michigan
$211K -$236 -2 -0.1%
WAM
1920
WealthTrust Asset Management
Florida
$211K -$36.6K -310 -15%
TWA
1921
TCI Wealth Advisors
Arizona
$211K
FAG
1922
Fortitude Advisory Group
Washington
$211K
CRIG
1923
Charter Research & Investment Group
Connecticut
$210K
MWM
1924
Mattern Wealth Management
Kansas
$210K
EHWM
1925
Eads & Heald Wealth Management
Georgia
$210K -$17K -144 -7%