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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 %
IRC
2001
Investors Research Corp
Georgia
$118K
GWSG
2002
GPS Wealth Strategies Group
Colorado
$118K +$2.6K +22 +2%
HFM
2003
Hartford Financial Management
Connecticut
$115K -$2.03M -17,208 -95%
HT
2004
Headlands Technologies
Illinois
$114K +$114K +968 New
VEA
2005
Virtus ETF Advisers
New York
$114K +$50.5K +428 +80%
FAM
2006
Flaharty Asset Management
Florida
$112K -$295K -2,500 -73%
WIM
2007
Westside Investment Management
California
$111K +$21.4K +181 +24%
KFI
2008
Key Financial Inc
Pennsylvania
$111K
CMBA
2009
C.M. Bidwell & Associates
Hawaii
$111K +$19.5K +165 +21%
TCM
2010
TruNorth Capital Management
Michigan
$111K -$50.5K -428 -31%
BSB
2011
Bangor Savings Bank
Maine
$111K -$472 -4 -0.4%
SPF
2012
South Plains Financial
Texas
$108K +$106K +900 +4,737%
CMP
2013
Coston McIsaac & Partners
Maine
$108K +$471 +4 +0.4%
GKIM
2014
GW&K Investment Management
Massachusetts
$108K +$27K +229 +33%
HIW
2015
Holos Integrated Wealth
Pennsylvania
$107K
CFG
2016
Chapman Financial Group
Hawaii
$106K +$106K +896 New
CM
2017
Capula Management
Cayman Islands
$105K -$7.43K -63 -7%
TFIPS
2018
Towarzystwo Funduszy Inwestycyjnych PZU SA
$104K
CAL
2019
Capital Advisors Ltd
Ohio
$103K -$948 -8 -0.9%
PMFA
2020
Plante Moran Financial Advisors
Michigan
$102K
GTAM
2021
Global Trust Asset Management
Florida
$95.2K +$59K +500 +163%
LI
2022
Louisbourg Investments
New Brunswick, Canada
$94.4K
CP
2023
Canopy Partners
Ohio
$94.4K +$7.2K +61 +8%
WA
2024
WPG Advisers
Maryland
$93.7K -$472 -4 -0.5%
RA
2025
Rise Advisors
New York
$92.8K +$6.02K +51 +7%