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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
AIM
2126
Access Investment Management
Georgia
$30.9K
DF
2127
Dunhill Financial
United Kingdom
$30.7K
FNWA
2128
Financial Network Wealth Advisors
Utah
$29.9K
VWM
2129
Vermillion Wealth Management
Minnesota
$29.5K
LAM
2130
Lynch Asset Management
Pennsylvania
$29.5K
MWM
2131
Mascoma Wealth Management
New Hampshire
$29.4K
LD
2132
Lipe & Dalton
New York
$29K
LWCFA
2133
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.3K
LWMI
2134
Legacy Wealth Management (Idaho)
Idaho
$28.3K
LIS
2135
Legacy Investment Solutions
Idaho
$28.3K
PWMG
2136
Prestige Wealth Management Group
New Jersey
$28K
BFP
2137
Briaud Financial Planning
Texas
$27K
SJIM
2138
St. Johns Investment Management
Florida
$26.7K
JFA
2139
JNBA Financial Advisors
Minnesota
$26.3K
NEWAS
2140
N.E.W. Advisory Services
Wisconsin
$26.3K
BCPWM
2141
Bradley & Co Private Wealth Management
Florida
$26.2K
AWM
2142
Atticus Wealth Management
Florida
$26.1K
MSG
2143
Main Street Group
Virginia
$25.9K
MF
2144
Magnetar Financial
Illinois
$25.7K
AWM
2145
Activest Wealth Management
Florida
$24.8K
PCM
2146
Perritt Capital Management
Illinois
$24.7K
TTIC
2147
Tower Trust & Investment Company
Iowa
$24.4K
SWA
2148
SOA Wealth Advisors
New York
$24.3K
KSWA
2149
Kathleen S. Wright Associates
Pennsylvania
$24.3K
PCC
2150
Park Circle Company
Maryland
$23.6K