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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 %
DAM
2076
Delta Asset Management
Tennessee
$49.3K -$1.42K -12 -3%
1IA
2077
1620 Investment Advisors
Massachusetts
$47K
TIM
2078
Total Investment Management
Arizona
$45.9K +$45.9K +389 New
PA
2079
Pineridge Advisors
Missouri
$45.4K +$472 +4 +1%
T
2080
Tidemark
California
$44.3K +$118 +1 +0.3%
TIM
2081
Tortoise Investment Management
New York
$43.9K +$1.18K +10 +3%
MCA
2082
Midwest Capital Advisors
Michigan
$43.3K
QPBE
2083
Quintet Private Bank (Europe)
Luxembourg
$43.1K +$43.1K +365 New
TFGT
2084
TS Financial Group (TSFG)
Illinois
$42K
TFM
2085
TFC Financial Management
Massachusetts
$41.6K
FCT
2086
First Community Trust
Iowa
$41.1K
ECM
2087
Eisler Capital Management
United Kingdom
$41K +$21K +178 +105%
TFA
2088
Toth Financial Advisory
Virginia
$40.9K
NWM
2089
Nova Wealth Management
Florida
$40.5K +$4.6K +39 +13%
RPA
2090
Redwood Park Advisors
California
$39.6K +$354 +3 +0.9%
OCM
2091
Orion Capital Management
California
$39.3K
CWM
2092
Centricity Wealth Management
Ohio
$39.2K
CH
2093
Canton Hathaway
Rhode Island
$39K
MC
2094
Montag & Caldwell
Georgia
$38.9K
HI
2095
Hoey Investments
Pennsylvania
$38.9K
HFS
2096
Hopwood Financial Services
Virginia
$38.4K -$8.85K -75 -19%
ACM
2097
Anfield Capital Management
California
$38.4K +$36.9K +313 +2,608%
FIM
2098
FWL Investment Management
Texas
$38.2K
WAS
2099
Winch Advisory Services
Wisconsin
$37.9K +$354 +3 +0.9%
BIA
2100
Bell Investment Advisors
California
$37.8K -$1.42K -12 -4%