DUK icon

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
CFS
2126
CGC Financial Services
Oregon
$36.3K
IWP
2127
IAG Wealth Partners
Wisconsin
$35.4K
WAM
2128
WFA Asset Management
Wisconsin
$34.6K
SA
2129
Scarborough Advisors
Maryland
$34.4K
AWM
2130
Abound Wealth Management
Tennessee
$34.2K
CFG
2131
CKW Financial Group
Hawaii
$34K
CCM
2132
Chilton Capital Management
Texas
$34K
PWMG
2133
Private Wealth Management Group
New Jersey
$33.7K
SO
2134
Sierra Ocean
California
$32.3K
S
2135
Sachetta
Massachusetts
$31K
AIM
2136
Access Investment Management
Georgia
$30.9K
DF
2137
Dunhill Financial
United Kingdom
$30.7K
FNWA
2138
Financial Network Wealth Advisors
Utah
$29.9K
VWM
2139
Vermillion Wealth Management
Minnesota
$29.5K
LAM
2140
Lynch Asset Management
Pennsylvania
$29.5K
MWM
2141
Mascoma Wealth Management
New Hampshire
$29.4K
LD
2142
Lipe & Dalton
New York
$29K
LWCFA
2143
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$28.3K
LWMI
2144
Legacy Wealth Management (Idaho)
Idaho
$28.3K
LIS
2145
Legacy Investment Solutions
Idaho
$28.3K
PWMG
2146
Prestige Wealth Management Group
New Jersey
$28K
BFP
2147
Briaud Financial Planning
Texas
$27K
SJIM
2148
St. Johns Investment Management
Florida
$26.7K
JFA
2149
JNBA Financial Advisors
Minnesota
$26.3K
NEWAS
2150
N.E.W. Advisory Services
Wisconsin
$26.3K