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
NDSI
1951
Newman Dignan & Sheerar Inc
Rhode Island
$206K
ZF
1952
Zhang Financial
Michigan
$206K
SWA
1953
Strata Wealth Advisors
Texas
$206K
IAA
1954
Ironsides Asset Advisors
North Carolina
$205K
CTB
1955
Country Trust Bank
Illinois
$205K
BI
1956
Binnacle Investments
Iowa
$204K
SFM
1957
Signet Financial Management
New Jersey
$204K
OSNBOA
1958
Old Second National Bank of Aurora
Illinois
$204K
SI
1959
Saxon Interests
Texas
$203K
IWA
1960
Inspirion Wealth Advisors
Illinois
$203K
KCFA
1961
Key Client Fiduciary Advisors
New Jersey
$202K
EWP
1962
Elevation Wealth Partners
California
$202K
1IA
1963
1834 Investment Advisors
Wisconsin
$201K
WMWM
1964
Wilkins Miller Wealth Management
Alabama
$200K
A
1965
Allianz
Germany
$197K
WA
1966
Whipplewood Advisors
Colorado
$196K
BC
1967
Barrett & Company
Rhode Island
$195K
HIMS
1968
Hager Investment Management Services
New Hampshire
$195K
IWM
1969
IMG Wealth Management
Florida
$191K
ME
1970
McIlrath & Eck
Washington
$177K
DMBA
1971
Deseret Mutual Benefit Administrators
Utah
$177K
MAM
1972
Morse Asset Management
Connecticut
$177K
MIA
1973
MeadowBrook Investment Advisors
Michigan
$176K
AA
1974
Addison Advisors
Vermont
$175K
VNA
1975
Valley National Advisers
Pennsylvania
$172K