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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
BC
1976
Barrett & Company
Rhode Island
$195K
HIMS
1977
Hager Investment Management Services
New Hampshire
$195K
IWM
1978
IMG Wealth Management
Florida
$191K
ME
1979
McIlrath & Eck
Washington
$177K
DMBA
1980
Deseret Mutual Benefit Administrators
Utah
$177K
MAM
1981
Morse Asset Management
Connecticut
$177K
MIA
1982
MeadowBrook Investment Advisors
Michigan
$176K
AA
1983
Addison Advisors
Vermont
$175K
VNA
1984
Valley National Advisers
Pennsylvania
$172K
PWA
1985
Physician Wealth Advisors
Utah
$168K
AF
1986
Alerus Financial
North Dakota
$166K
PWAM
1987
Private Wealth Asset Management
Iowa
$166K
VFM
1988
Vision Financial Markets
Connecticut
$165K
OCM
1989
Osterweis Capital Management
California
$165K
TCM
1990
Traub Capital Management
Massachusetts
$164K
WPA
1991
Wealth Preservation Advisors
Tennessee
$163K
CFFP
1992
Center for Financial Planning
Michigan
$162K
CCA
1993
Catalyst Capital Advisors
New York
$160K
RWA
1994
Redmont Wealth Advisors
Illinois
$159K
FDW
1995
Fourth Dimension Wealth
Ohio
$158K
GAG
1996
Goodman Advisory Group
Massachusetts
$158K
FFO
1997
Fortitude Family Office
Arizona
$158K
KB
1998
Kimelman & Baird
New York
$157K
AT
1999
Arlington Trust
Alabama
$154K
RF
2000
Rossby Financial
Florida
$152K