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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
MFT
2051
Moisand Fitzgerald Tamayo
Florida
$90K
PPA
2052
Painted Porch Advisors
California
$87.2K
LFA
2053
LGT Financial Advisors
Texas
$85.8K
LIA
2054
Luken Investment Analytics
Tennessee
$85.1K
BHWM
2055
Beaird Harris Wealth Management
Texas
$81.1K
OP
2056
ORG Partners
Indiana
$80.2K
SHF
2057
Safe Harbor Fiduciary
Florida
$79.4K
EDRH
2058
Edmond de Rothschild Holding
Switzerland
$78.7K
FC
2059
Fairscale Capital
New Hampshire
$77.8K
PCTC
2060
Perkins Coie Trust Company
Washington
$76.6K
JGIA
2061
Jackson Grant Investment Advisers
Connecticut
$75K
LI
2062
LRI Investments
Florida
$74.9K
RIM
2063
Ryan Investment Management
Colorado
$74.8K
PP
2064
PFS Partners
New Jersey
$74.7K
IRAG
2065
Investment Research & Advisory Group
Georgia
$74.7K
WSCM
2066
Wellington Shields Capital Management
New York
$74.3K
PSFG
2067
Park Square Financial Group
Georgia
$73.7K
FDCP
2068
Foster Dykema Cabot & Partners
Massachusetts
$70.6K
1M
2069
1248 Management
Missouri
$69.3K
GWP
2070
Gen-Wealth Partners
Michigan
$69.1K
BAM
2071
Bellevue Asset Management
Washington
$68.3K
FGA
2072
Fortis Group Advisors
New Jersey
$67.3K
MMCM
2073
Murphy & Mullick Capital Management
New York
$67K
FWA
2074
Flagship Wealth Advisors
Massachusetts
$66.4K
BGAI
2075
Bruce G. Allen Investments
Colorado
$66.3K