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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
TFA
2101
Toth Financial Advisory
Virginia
$40.9K
NWM
2102
Nova Wealth Management
Florida
$40.5K
RPA
2103
Redwood Park Advisors
California
$39.6K
OCM
2104
Orion Capital Management
California
$39.3K
CWM
2105
Centricity Wealth Management
Ohio
$39.2K
CH
2106
Canton Hathaway
Rhode Island
$39K
HI
2107
Hoey Investments
Pennsylvania
$38.9K
MC
2108
Montag & Caldwell
Georgia
$38.9K
HFS
2109
Hopwood Financial Services
Virginia
$38.4K
ACM
2110
Anfield Capital Management
California
$38.4K
FIM
2111
FWL Investment Management
Texas
$38.2K
WAS
2112
Winch Advisory Services
Wisconsin
$37.9K
BIA
2113
Bell Investment Advisors
California
$37.8K
GWSA
2114
Global Wealth Strategies & Associates
Colorado
$37.4K
TCA
2115
Trifecta Capital Advisors
Illinois
$36.6K
CFS
2116
CGC Financial Services
Oregon
$36.3K
IWP
2117
IAG Wealth Partners
Wisconsin
$35.4K
WAM
2118
WFA Asset Management
Wisconsin
$34.6K
SA
2119
Scarborough Advisors
Maryland
$34.4K
AWM
2120
Abound Wealth Management
Tennessee
$34.2K
CFG
2121
CKW Financial Group
Hawaii
$34K
CCM
2122
Chilton Capital Management
Texas
$34K
PWMG
2123
Private Wealth Management Group
New Jersey
$33.7K
SO
2124
Sierra Ocean
California
$32.3K
S
2125
Sachetta
Massachusetts
$31K