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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
OW
2076
Olistico Wealth
Oklahoma
$60.2K
WPWM
2077
Western Pacific Wealth Management
Illinois
$59.4K
HSA
2078
Hussman Strategic Advisors
Maryland
$59K
LAM
2079
Lummis Asset Management
Texas
$59K
BTD
2080
BankPlus Trust Department
Mississippi
$58.3K
BWAM
2081
Boyd Watterson Asset Management
Ohio
$57.9K
CTWM
2082
Cherry Tree Wealth Management
Minnesota
$57.5K
POIA
2083
Pin Oak Investment Advisors
Texas
$55K
LWA
2084
Lowe Wealth Advisors
Maryland
$53.3K
PP
2085
Pacifica Partners
Canada
$53.3K
OWP
2086
ORG Wealth Partners
Texas
$52.8K
FWM
2087
FSA Wealth Management
Massachusetts
$51.6K
HCM
2088
Horrell Capital Management
Arkansas
$50.7K
DAM
2089
Delta Asset Management
Tennessee
$49.3K
1IA
2090
1620 Investment Advisors
Massachusetts
$47K
TIM
2091
Total Investment Management
Arizona
$45.9K
PA
2092
Pineridge Advisors
Missouri
$45.4K
T
2093
Tidemark
California
$44.3K
TIM
2094
Tortoise Investment Management
New York
$43.9K
MCA
2095
Midwest Capital Advisors
Michigan
$43.3K
QPBE
2096
Quintet Private Bank (Europe)
Luxembourg
$43.1K
TFGT
2097
TS Financial Group (TSFG)
Illinois
$42K
TFM
2098
TFC Financial Management
Massachusetts
$41.6K
FCT
2099
First Community Trust
Iowa
$41.1K
ECM
2100
Eisler Capital Management
United Kingdom
$41K