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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 %
GWSA
2101
Global Wealth Strategies & Associates
Colorado
$37.4K
TCA
2102
Trifecta Capital Advisors
Illinois
$36.6K +$35K +297 +2,285%
CFS
2103
CGC Financial Services
Oregon
$36.3K
IWP
2104
IAG Wealth Partners
Wisconsin
$35.4K
WAM
2105
WFA Asset Management
Wisconsin
$34.6K +$200 +2 +0.6%
SA
2106
Scarborough Advisors
Maryland
$34.4K +$34.4K +291 New
AWM
2107
Abound Wealth Management
Tennessee
$34.2K -$3.3K -28 -9%
CFG
2108
CKW Financial Group
Hawaii
$34K
CCM
2109
Chilton Capital Management
Texas
$34K +$472 +4 +1%
PWMG
2110
Private Wealth Management Group
New Jersey
$33.7K
SO
2111
Sierra Ocean
California
$32.3K -$18K -152 -36%
S
2112
Sachetta
Massachusetts
$31K +$4.25K +36 +16%
AIM
2113
Access Investment Management
Georgia
$30.9K +$30.9K +262 New
DF
2114
Dunhill Financial
United Kingdom
$30.7K +$9.45K +80 +44%
FNWA
2115
Financial Network Wealth Advisors
Utah
$29.9K
VWM
2116
Vermillion Wealth Management
Minnesota
$29.5K
LAM
2117
Lynch Asset Management
Pennsylvania
$29.5K +$29.5K +250 New
MWM
2118
Mascoma Wealth Management
New Hampshire
$29.4K +$10.3K +87 +54%
LD
2119
Lipe & Dalton
New York
$29K -$11.9K -100 -29%
LWMI
2120
Legacy Wealth Management (Idaho)
Idaho
$28.3K
LWCFA
2121
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.3K
LIS
2122
Legacy Investment Solutions
Idaho
$28.3K +$28.3K +240 New
PWMG
2123
Prestige Wealth Management Group
New Jersey
$28K
BFP
2124
Briaud Financial Planning
Texas
$27K +$6.46K +55 +31%
SJIM
2125
St. Johns Investment Management
Florida
$26.7K