DUK icon

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
1WA
1926
180 Wealth Advisors
Washington
$213K
OAM
1927
Ostrum Asset Management
France
$213K
SIAG
1928
Safeguard Investment Advisory Group
California
$212K
JWM
1929
Jessup Wealth Management
Ohio
$212K
LA
1930
Lifeworks Advisors
Michigan
$211K
WAM
1931
WealthTrust Asset Management
Florida
$211K
TWA
1932
TCI Wealth Advisors
Arizona
$211K
FAG
1933
Fortitude Advisory Group
Washington
$211K
CRIG
1934
Charter Research & Investment Group
Connecticut
$210K
MWM
1935
Mattern Wealth Management
Kansas
$210K
EHWM
1936
Eads & Heald Wealth Management
Georgia
$210K
ECML
1937
Eagle Capital Management (Louisiana)
Louisiana
$210K
AW
1938
Alteri Wealth
California
$210K
SWA
1939
Sax Wealth Advisors
New Jersey
$209K
MCCA
1940
Mill Creek Capital Advisors
Pennsylvania
$209K
WCM
1941
Wedge Capital Management
North Carolina
$209K
PAS
1942
PKS Advisory Services
New York
$209K
CWMG
1943
Compass Wealth Management (Georgia)
Georgia
$208K
CIA
1944
Compass Ion Advisors
Pennsylvania
$207K
PBF
1945
Petix & Botte Financial
California
$207K
FFA
1946
Fragasso Financial Advisors
Pennsylvania
$207K
MIM
1947
Moseley Investment Management
Florida
$206K
CWM
1948
Chesapeake Wealth Management
Virginia
$206K
KG
1949
Kieckhefer Group
Wisconsin
$206K
ITB
1950
Idaho Trust Bank
Idaho
$206K