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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
PA
2101
Pineridge Advisors
Missouri
$45.4K
T
2102
Tidemark
California
$44.3K
TIM
2103
Tortoise Investment Management
New York
$43.9K
MCA
2104
Midwest Capital Advisors
Michigan
$43.3K
QPBE
2105
Quintet Private Bank (Europe)
Luxembourg
$43.1K
TFGT
2106
TS Financial Group (TSFG)
Illinois
$42K
TFM
2107
TFC Financial Management
Massachusetts
$41.6K
FCT
2108
First Community Trust
Iowa
$41.1K
ECM
2109
Eisler Capital Management
United Kingdom
$41K
TFA
2110
Toth Financial Advisory
Virginia
$40.9K
NWM
2111
Nova Wealth Management
Florida
$40.5K
RPA
2112
Redwood Park Advisors
California
$39.6K
OCM
2113
Orion Capital Management
California
$39.3K
CWM
2114
Centricity Wealth Management
Ohio
$39.2K
CH
2115
Canton Hathaway
Rhode Island
$39K
MC
2116
Montag & Caldwell
Georgia
$38.9K
HI
2117
Hoey Investments
Pennsylvania
$38.9K
HFS
2118
Hopwood Financial Services
Virginia
$38.4K
ACM
2119
Anfield Capital Management
California
$38.4K
FIM
2120
FWL Investment Management
Texas
$38.2K
WAS
2121
Winch Advisory Services
Wisconsin
$37.9K
BIA
2122
Bell Investment Advisors
California
$37.8K
GWSA
2123
Global Wealth Strategies & Associates
Colorado
$37.4K
BC
2124
Broadwater Capital
Massachusetts
$37.2K
TCA
2125
Trifecta Capital Advisors
Illinois
$36.6K