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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
HFS
1901
Hughes Financial Services
Virginia
$219K
RCG
1902
Regatta Capital Group
California
$219K
FWM
1903
Focused Wealth Management
New York
$219K
PS
1904
Planned Solutions
California
$219K
BRA
1905
Bender Robert & Associates
California
$218K
SIA
1906
Strategic Investment Advisors
Michigan
$218K
HBW
1907
Hazlett, Burt & Watson
West Virginia
$218K
WCG
1908
Weaver Consulting Group
California
$218K
FFS
1909
Founders Financial Securities
Maryland
$217K
FW
1910
FullCircle Wealth
Texas
$217K
WBC
1911
West Branch Capital
Massachusetts
$217K
PFM
1912
Patton Fund Management
Texas
$217K
LWM
1913
Liberty Wealth Management
California
$217K
TP
1914
Tranquility Partners
Tennessee
$216K
SL
1915
Sentry LLC
Tennessee
$216K
Financial Engines Advisors
1916
Financial Engines Advisors
California
$216K
OWP
1917
Obermeyer Wealth Partners
Colorado
$215K
NFGCM
1918
Norman Fields Gottscho Capital Management
New York
$215K
LS
1919
Leelyn Smith
Illinois
$215K
RFA
1920
Reyes Financial Architecture
California
$215K
SC
1921
Stephens Consulting
Michigan
$214K
BFA
1922
Beacon Financial Advisory
Ohio
$214K
RWMG
1923
Redwood Wealth Management Group
New Jersey
$214K
JPMIA
1924
J.P. Marvel Investment Advisors
Massachusetts
$214K
TCM
1925
Tradewinds Capital Management
Washington
$213K