DUK icon

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 %
MMCM
2051
Murphy & Mullick Capital Management
New York
$67K +$241 +2 +0.4%
FWA
2052
Flagship Wealth Advisors
Massachusetts
$66.4K
BGAI
2053
Bruce G. Allen Investments
Colorado
$66.3K
CA
2054
Centerpoint Advisors
Massachusetts
$65K
C
2055
Covestor
United Kingdom
$65K +$1.08K +9 +2%
CBT
2056
CoreFirst Bank & Trust
Kansas
$64K +$64K +542 New
M
2057
MOTCO
Texas
$63.4K
HWM
2058
Hemington Wealth Management
Virginia
$63K +$1.53K +13 +2%
TPWA
2059
Twin Peaks Wealth Advisors
California
$61.8K +$61.8K +497 New
SSG
2060
Summit Securities Group
New York
$61.7K +$61.7K +523 New
SCA
2061
Stuart Chaussee & Associates
California
$60.7K
OLVIG
2062
Oliver Lagore Vanvalin Investment Group
Michigan
$60.6K +$60.6K +497 New
OW
2063
Olistico Wealth
Oklahoma
$60.2K +$29.5K +250 +96%
WPWM
2064
Western Pacific Wealth Management
Illinois
$59.4K -$32.9K -279 -36%
LAM
2065
Lummis Asset Management
Texas
$59K
HSA
2066
Hussman Strategic Advisors
Maryland
$59K
BTD
2067
BankPlus Trust Department
Mississippi
$58.3K
BWAM
2068
Boyd Watterson Asset Management
Ohio
$57.9K -$11.2K -95 -16%
CTWM
2069
Cherry Tree Wealth Management
Minnesota
$57.5K -$29.1K -247 -34%
POIA
2070
Pin Oak Investment Advisors
Texas
$55K
LWA
2071
Lowe Wealth Advisors
Maryland
$53.3K
PP
2072
Pacifica Partners
Canada
$53.3K +$11.8K +101 +28%
OWP
2073
ORG Wealth Partners
Texas
$52.8K
FWM
2074
FSA Wealth Management
Massachusetts
$51.6K
HCM
2075
Horrell Capital Management
Arkansas
$50.7K