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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 %
FFO
1976
Fortitude Family Office
Arizona
$158K -$11.8K -100 -7%
KB
1977
Kimelman & Baird
New York
$157K
AT
1978
Arlington Trust
Alabama
$154K -$34K -288 -18%
RF
1979
Rossby Financial
Florida
$152K -$24.3K -206 -14%
NECFA
1980
New England Capital Financial Advisors
Connecticut
$149K -$5.66K -48 -4%
HCM
1981
Hollencrest Capital Management
California
$148K
CWM
1982
Cranbrook Wealth Management
Michigan
$145K
SAM
1983
S.A. Mason
Michigan
$143K
IWA
1984
Icon Wealth Advisors
Texas
$142K +$10.3K +87 +8%
NRG
1985
Nemes Rush Group
Michigan
$138K +$1.18K +10 +0.9%
FPF
1986
First Pacific Financial
Washington
$136K +$108K +915 +391%
MTIC
1987
Missouri Trust & Investment Company
Missouri
$135K +$19.9K +169 +17%
PGAM
1988
Princeton Global Asset Management
New Jersey
$133K +$45.3K +384 +52%
CT
1989
Coastline Trust
Rhode Island
$130K
WOSD
1990
WFA of San Diego
California
$128K +$128K +1,087 New
CCM
1991
Cutler Capital Management
Massachusetts
$128K -$2.24K -19 -2%
AWM
1992
AllSquare Wealth Management
New York
$128K
WB
1993
Webster Bank
Connecticut
$125K
HCMG
1994
Howard Capital Management Group
California
$124K -$11.8K -100 -9%
PSB
1995
Piscataqua Savings Bank
New Hampshire
$121K
ATC
1996
Advantage Trust Company
Kansas
$121K +$74.3K +630 +158%
GIA
1997
GHP Investment Advisors
Colorado
$121K +$59.9K +508 +98%
NMG
1998
New Millennium Group
Utah
$121K -$8.5K -72 -7%
BAM
1999
Byrne Asset Management
New Jersey
$120K
CWM
2000
Copia Wealth Management
Oregon
$120K