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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
CMP
2026
Coston McIsaac & Partners
Maine
$108K
GKIM
2027
GW&K Investment Management
Massachusetts
$108K
HIW
2028
Holos Integrated Wealth
Pennsylvania
$107K
CFG
2029
Chapman Financial Group
Hawaii
$106K
CM
2030
Capula Management
Cayman Islands
$105K
TFIPS
2031
Towarzystwo Funduszy Inwestycyjnych PZU SA
$104K
CAL
2032
Capital Advisors Ltd
Ohio
$103K
PMFA
2033
Plante Moran Financial Advisors
Michigan
$102K
GTAM
2034
Global Trust Asset Management
Florida
$95.2K
LI
2035
Louisbourg Investments
New Brunswick, Canada
$94.4K
CP
2036
Canopy Partners
Ohio
$94.4K
WA
2037
WPG Advisers
Maryland
$93.7K
RA
2038
Rise Advisors
New York
$92.8K
AW
2039
Avion Wealth
Texas
$91K
GA
2040
GoalVest Advisory
New York
$91K
AEPWM
2041
Atlantic Edge Private Wealth Management
Florida
$90.5K
MFT
2042
Moisand Fitzgerald Tamayo
Florida
$90K
PPA
2043
Painted Porch Advisors
California
$87.2K
LFA
2044
LGT Financial Advisors
Texas
$85.8K
LIA
2045
Luken Investment Analytics
Tennessee
$85.1K
BHWM
2046
Beaird Harris Wealth Management
Texas
$81.1K
OP
2047
ORG Partners
Indiana
$80.2K
SHF
2048
Safe Harbor Fiduciary
Florida
$79.4K
EDRH
2049
Edmond de Rothschild Holding
Switzerland
$78.7K
FC
2050
Fairscale Capital
New Hampshire
$77.8K