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Duke Energy

2,250 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 118 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: 2,2372,250 (+13)

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
2,250
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
PWA
1976
Physician Wealth Advisors
Utah
$168K
AF
1977
Alerus Financial
North Dakota
$166K
PWAM
1978
Private Wealth Asset Management
Iowa
$166K
VFM
1979
Vision Financial Markets
Connecticut
$165K
OCM
1980
Osterweis Capital Management
California
$165K
TCM
1981
Traub Capital Management
Massachusetts
$164K
WPA
1982
Wealth Preservation Advisors
Tennessee
$163K
CFFP
1983
Center for Financial Planning
Michigan
$162K
CCA
1984
Catalyst Capital Advisors
New York
$160K
FDW
1985
Fourth Dimension Wealth
Ohio
$158K
GAG
1986
Goodman Advisory Group
Massachusetts
$158K
FFO
1987
Fortitude Family Office
Arizona
$158K
KB
1988
Kimelman & Baird
New York
$157K
AT
1989
Arlington Trust
Alabama
$154K
RF
1990
Rossby Financial
Florida
$152K
NECFA
1991
New England Capital Financial Advisors
Connecticut
$149K
HCM
1992
Hollencrest Capital Management
California
$148K
CWM
1993
Cranbrook Wealth Management
Michigan
$145K
SAM
1994
S.A. Mason
Michigan
$143K
SWIM
1995
Smallwood Wealth Investment Management
New Jersey
$142K
IWA
1996
Icon Wealth Advisors
Texas
$142K
NRG
1997
Nemes Rush Group
Michigan
$138K
FPF
1998
First Pacific Financial
Washington
$136K
MTIC
1999
Missouri Trust & Investment Company
Missouri
$135K
PGAM
2000
Princeton Global Asset Management
New Jersey
$133K