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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
CSPIA
1901
Cary Street Partners Investment Advisory
Virginia
$221K
BMC
1902
Benin Management Corp
Connecticut
$220K
BFA
1903
Beaumont Financial Advisors
Massachusetts
$220K
AHC
1904
Adell Harriman & Carpenter
Texas
$220K
SFO
1905
Stokes Family Office
Louisiana
$220K
FGWP
1906
Founders Grove Wealth Partners
Virginia
$219K
BW
1907
Balance Wealth
Ohio
$219K
JJBC
1908
James J. Burns & Company
New York
$219K
HFS
1909
Hughes Financial Services
Virginia
$219K
RCG
1910
Regatta Capital Group
California
$219K
FWM
1911
Focused Wealth Management
New York
$219K
PS
1912
Planned Solutions
California
$219K
BRA
1913
Bender Robert & Associates
California
$218K
SIA
1914
Strategic Investment Advisors
Michigan
$218K
HBW
1915
Hazlett, Burt & Watson
West Virginia
$218K
WCG
1916
Weaver Consulting Group
California
$218K
FFS
1917
Founders Financial Securities
Maryland
$217K
FW
1918
FullCircle Wealth
Texas
$217K
WBC
1919
West Branch Capital
Massachusetts
$217K
PFM
1920
Patton Fund Management
Texas
$217K
LWM
1921
Liberty Wealth Management
California
$217K
TP
1922
Tranquility Partners
Tennessee
$216K
SL
1923
Sentry LLC
Tennessee
$216K
Financial Engines Advisors
1924
Financial Engines Advisors
California
$216K
OWP
1925
Obermeyer Wealth Partners
Colorado
$215K