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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
PCTC
2051
Perkins Coie Trust Company
Washington
$76.6K
JGIA
2052
Jackson Grant Investment Advisers
Connecticut
$75K
LI
2053
LRI Investments
Florida
$74.9K
RIM
2054
Ryan Investment Management
Colorado
$74.8K
PP
2055
PFS Partners
New Jersey
$74.7K
IRAG
2056
Investment Research & Advisory Group
Georgia
$74.7K
WSCM
2057
Wellington Shields Capital Management
New York
$74.3K
PSFG
2058
Park Square Financial Group
Georgia
$73.7K
FDCP
2059
Foster Dykema Cabot & Partners
Massachusetts
$70.6K
1M
2060
1248 Management
Missouri
$69.3K
GWP
2061
Gen-Wealth Partners
Michigan
$69.1K
BAM
2062
Bellevue Asset Management
Washington
$68.3K
FGA
2063
Fortis Group Advisors
New Jersey
$67.3K
MMCM
2064
Murphy & Mullick Capital Management
New York
$67K
FWA
2065
Flagship Wealth Advisors
Massachusetts
$66.4K
BGAI
2066
Bruce G. Allen Investments
Colorado
$66.3K
CA
2067
Centerpoint Advisors
Massachusetts
$65K
C
2068
Covestor
United Kingdom
$65K
CBT
2069
CoreFirst Bank & Trust
Kansas
$64K
M
2070
MOTCO
Texas
$63.4K
HWM
2071
Hemington Wealth Management
Virginia
$63K
TPWA
2072
Twin Peaks Wealth Advisors
California
$61.8K
SSG
2073
Summit Securities Group
New York
$61.7K
SCA
2074
Stuart Chaussee & Associates
California
$60.7K
OLVIG
2075
Oliver Lagore Vanvalin Investment Group
Michigan
$60.6K