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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
CWMG
1951
Compass Wealth Management (Georgia)
Georgia
$208K
CIA
1952
Compass Ion Advisors
Pennsylvania
$207K
PBF
1953
Petix & Botte Financial
California
$207K
FFA
1954
Fragasso Financial Advisors
Pennsylvania
$207K
MIM
1955
Moseley Investment Management
Florida
$206K
CWM
1956
Chesapeake Wealth Management
Virginia
$206K
KG
1957
Kieckhefer Group
Wisconsin
$206K
ITB
1958
Idaho Trust Bank
Idaho
$206K
NDSI
1959
Newman Dignan & Sheerar Inc
Rhode Island
$206K
ZF
1960
Zhang Financial
Michigan
$206K
SWA
1961
Strata Wealth Advisors
Texas
$206K
IAA
1962
Ironsides Asset Advisors
North Carolina
$205K
APW
1963
Aventura Private Wealth
Florida
$205K
CTB
1964
Country Trust Bank
Illinois
$205K
BI
1965
Binnacle Investments
Iowa
$204K
SFM
1966
Signet Financial Management
New Jersey
$204K
OSNBOA
1967
Old Second National Bank of Aurora
Illinois
$204K
SI
1968
Saxon Interests
Texas
$203K
IWA
1969
Inspirion Wealth Advisors
Illinois
$203K
KCFA
1970
Key Client Fiduciary Advisors
New Jersey
$202K
EWP
1971
Elevation Wealth Partners
California
$202K
1IA
1972
1834 Investment Advisors
Wisconsin
$201K
WMWM
1973
Wilkins Miller Wealth Management
Alabama
$200K
A
1974
Allianz
Germany
$197K
WA
1975
Whipplewood Advisors
Colorado
$196K