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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
HFM
2026
Hartford Financial Management
Connecticut
$115K
HT
2027
Headlands Technologies
Illinois
$114K
VEA
2028
Virtus ETF Advisers
New York
$114K
WIM
2029
Westside Investment Management
California
$111K
KFI
2030
Key Financial Inc
Pennsylvania
$111K
CMBA
2031
C.M. Bidwell & Associates
Hawaii
$111K
TCM
2032
TruNorth Capital Management
Michigan
$111K
BSB
2033
Bangor Savings Bank
Maine
$111K
SPF
2034
South Plains Financial
Texas
$108K
CMP
2035
Coston McIsaac & Partners
Maine
$108K
GKIM
2036
GW&K Investment Management
Massachusetts
$108K
HIW
2037
Holos Integrated Wealth
Pennsylvania
$107K
CFG
2038
Chapman Financial Group
Hawaii
$106K
CM
2039
Capula Management
Cayman Islands
$105K
TFIPS
2040
Towarzystwo Funduszy Inwestycyjnych PZU SA
$104K
CAL
2041
Capital Advisors Ltd
Ohio
$103K
PMFA
2042
Plante Moran Financial Advisors
Michigan
$102K
GTAM
2043
Global Trust Asset Management
Florida
$95.2K
LI
2044
Louisbourg Investments
New Brunswick, Canada
$94.4K
CP
2045
Canopy Partners
Ohio
$94.4K
WA
2046
WPG Advisers
Maryland
$93.7K
RA
2047
Rise Advisors
New York
$92.8K
AW
2048
Avion Wealth
Texas
$91K
GA
2049
GoalVest Advisory
New York
$91K
AEPWM
2050
Atlantic Edge Private Wealth Management
Florida
$90.5K