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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
NFGCM
1926
Norman Fields Gottscho Capital Management
New York
$215K
LS
1927
Leelyn Smith
Illinois
$215K
RFA
1928
Reyes Financial Architecture
California
$215K
SC
1929
Stephens Consulting
Michigan
$214K
BFA
1930
Beacon Financial Advisory
Ohio
$214K
RWMG
1931
Redwood Wealth Management Group
New Jersey
$214K
JPMIA
1932
J.P. Marvel Investment Advisors
Massachusetts
$214K
TCM
1933
Tradewinds Capital Management
Washington
$213K
1WA
1934
180 Wealth Advisors
Washington
$213K
OAM
1935
Ostrum Asset Management
France
$213K
SIAG
1936
Safeguard Investment Advisory Group
California
$212K
JWM
1937
Jessup Wealth Management
Ohio
$212K
LA
1938
Lifeworks Advisors
Michigan
$211K
WAM
1939
WealthTrust Asset Management
Florida
$211K
TWA
1940
TCI Wealth Advisors
Arizona
$211K
FAG
1941
Fortitude Advisory Group
Washington
$211K
CRIG
1942
Charter Research & Investment Group
Connecticut
$210K
MWM
1943
Mattern Wealth Management
Kansas
$210K
EHWM
1944
Eads & Heald Wealth Management
Georgia
$210K
ECML
1945
Eagle Capital Management (Louisiana)
Louisiana
$210K
AW
1946
Alteri Wealth
California
$210K
SWA
1947
Sax Wealth Advisors
New Jersey
$209K
MCCA
1948
Mill Creek Capital Advisors
Pennsylvania
$209K
WCM
1949
Wedge Capital Management
North Carolina
$209K
PAS
1950
PKS Advisory Services
New York
$209K