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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 %
AW
2026
Avion Wealth
Texas
$91K +$22.1K +188 +32%
GA
2027
GoalVest Advisory
New York
$91K +$24.1K +204 +36%
AEPWM
2028
Atlantic Edge Private Wealth Management
Florida
$90.5K
MFT
2029
Moisand Fitzgerald Tamayo
Florida
$90K
PPA
2030
Painted Porch Advisors
California
$87.2K -$5.9K -50 -6%
LFA
2031
LGT Financial Advisors
Texas
$85.8K +$709 +6 +0.8%
LIA
2032
Luken Investment Analytics
Tennessee
$85.1K
BHWM
2033
Beaird Harris Wealth Management
Texas
$81.1K +$19.4K +164 +31%
OP
2034
ORG Partners
Indiana
$80.2K +$4.52K +38 +6%
SHF
2035
Safe Harbor Fiduciary
Florida
$79.4K -$99.7K -845 -56%
EDRH
2036
Edmond de Rothschild Holding
Switzerland
$78.7K
FC
2037
Fairscale Capital
New Hampshire
$77.9K
PCTC
2038
Perkins Coie Trust Company
Washington
$76.6K -$590 -5 -0.8%
JGIA
2039
Jackson Grant Investment Advisers
Connecticut
$75K
LI
2040
LRI Investments
Florida
$74.9K
RIM
2041
Ryan Investment Management
Colorado
$74.8K +$74.8K +634 New
PP
2042
PFS Partners
New Jersey
$74.7K +$590 +5 +0.8%
IRAG
2043
Investment Research & Advisory Group
Georgia
$74.7K +$591 +5 +0.8%
WSCM
2044
Wellington Shields Capital Management
New York
$74.3K
PSFG
2045
Park Square Financial Group
Georgia
$73.7K +$1.65K +14 +2%
FDCP
2046
Foster Dykema Cabot & Partners
Massachusetts
$70.6K
1M
2047
1248 Management
Missouri
$69.3K
GWP
2048
Gen-Wealth Partners
Michigan
$69.1K +$1.65K +14 +2%
BAM
2049
Bellevue Asset Management
Washington
$68.4K +$118 +1 +0.2%
FGA
2050
Fortis Group Advisors
New Jersey
$67.3K