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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
CT
2001
Coastline Trust
Rhode Island
$130K
WOSD
2002
WFA of San Diego
California
$128K
CCM
2003
Cutler Capital Management
Massachusetts
$128K
AWM
2004
AllSquare Wealth Management
New York
$128K
WB
2005
Webster Bank
Connecticut
$125K
HCMG
2006
Howard Capital Management Group
California
$124K
PSB
2007
Piscataqua Savings Bank
New Hampshire
$121K
ATC
2008
Advantage Trust Company
Kansas
$121K
GIA
2009
GHP Investment Advisors
Colorado
$121K
NMG
2010
New Millennium Group
Utah
$121K
DCBT
2011
Dakota Community Bank & Trust
North Dakota
$121K
BAM
2012
Byrne Asset Management
New Jersey
$120K
CWM
2013
Copia Wealth Management
Oregon
$120K
IRC
2014
Investors Research Corp
Georgia
$118K
GWSG
2015
GPS Wealth Strategies Group
Colorado
$118K
HFM
2016
Hartford Financial Management
Connecticut
$115K
HT
2017
Headlands Technologies
Illinois
$114K
VEA
2018
Virtus ETF Advisers
New York
$114K
FAM
2019
Flaharty Asset Management
Florida
$112K
WIM
2020
Westside Investment Management
California
$111K
KFI
2021
Key Financial Inc
Pennsylvania
$111K
CMBA
2022
C.M. Bidwell & Associates
Hawaii
$111K
TCM
2023
TruNorth Capital Management
Michigan
$111K
BSB
2024
Bangor Savings Bank
Maine
$111K
SPF
2025
South Plains Financial
Texas
$108K