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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 %
ECML
1926
Eagle Capital Management (Louisiana)
Louisiana
$210K +$210K +1,781 New
AW
1927
Alteri Wealth
California
$210K -$6.73K -57 -3%
SWA
1928
Sax Wealth Advisors
New Jersey
$209K +$3.42K +29 +2%
MCCA
1929
Mill Creek Capital Advisors
Pennsylvania
$209K -$27.7K -235 -12%
WCM
1930
Wedge Capital Management
North Carolina
$209K +$11.2K +95 +6%
PAS
1931
PKS Advisory Services
New York
$209K +$209K +1,773 New
CWMG
1932
Compass Wealth Management (Georgia)
Georgia
$208K +$208K +1,759 New
CIA
1933
Compass Ion Advisors
Pennsylvania
$207K +$944 +8 +0.5%
PBF
1934
Petix & Botte Financial
California
$207K
FFA
1935
Fragasso Financial Advisors
Pennsylvania
$207K +$207K +1,751 New
MIM
1936
Moseley Investment Management
Florida
$206K +$590 +5 +0.3%
CWM
1937
Chesapeake Wealth Management
Virginia
$206K -$1.77K -15 -0.9%
KG
1938
Kieckhefer Group
Wisconsin
$206K
ITB
1939
Idaho Trust Bank
Idaho
$206K +$206K +1,748 New
NDSI
1940
Newman Dignan & Sheerar Inc
Rhode Island
$206K +$206K +1,744 New
ZF
1941
Zhang Financial
Michigan
$206K +$118 +1 +0.1%
SWA
1942
Strata Wealth Advisors
Texas
$206K +$708 +6 +0.3%
IAA
1943
Ironsides Asset Advisors
North Carolina
$205K -$2.72K -23 -1%
CTB
1944
Country Trust Bank
Illinois
$205K +$13.5K +114 +7%
BI
1945
Binnacle Investments
Iowa
$204K +$12.7K +108 +7%
SFM
1946
Signet Financial Management
New Jersey
$204K +$590 +5 +0.3%
OSNBOA
1947
Old Second National Bank of Aurora
Illinois
$204K
SI
1948
Saxon Interests
Texas
$203K
IWA
1949
Inspirion Wealth Advisors
Illinois
$203K +$944 +8 +0.5%
KCFA
1950
Key Client Fiduciary Advisors
New Jersey
$202K