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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
NECFA
2001
New England Capital Financial Advisors
Connecticut
$149K
HCM
2002
Hollencrest Capital Management
California
$148K
CWM
2003
Cranbrook Wealth Management
Michigan
$145K
SAM
2004
S.A. Mason
Michigan
$143K
SWIM
2005
Smallwood Wealth Investment Management
New Jersey
$142K
IWA
2006
Icon Wealth Advisors
Texas
$142K
NRG
2007
Nemes Rush Group
Michigan
$138K
FPF
2008
First Pacific Financial
Washington
$136K
MTIC
2009
Missouri Trust & Investment Company
Missouri
$135K
PGAM
2010
Princeton Global Asset Management
New Jersey
$133K
CT
2011
Coastline Trust
Rhode Island
$130K
WOSD
2012
WFA of San Diego
California
$128K
CCM
2013
Cutler Capital Management
Massachusetts
$128K
AWM
2014
AllSquare Wealth Management
New York
$128K
WB
2015
Webster Bank
Connecticut
$125K
HCMG
2016
Howard Capital Management Group
California
$124K
PSB
2017
Piscataqua Savings Bank
New Hampshire
$121K
ATC
2018
Advantage Trust Company
Kansas
$121K
GIA
2019
GHP Investment Advisors
Colorado
$121K
NMG
2020
New Millennium Group
Utah
$121K
DCBT
2021
Dakota Community Bank & Trust
North Dakota
$121K
BAM
2022
Byrne Asset Management
New Jersey
$120K
CWM
2023
Copia Wealth Management
Oregon
$120K
IRC
2024
Investors Research Corp
Georgia
$118K
GWSG
2025
GPS Wealth Strategies Group
Colorado
$118K