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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
BCPWM
2151
Bradley & Co Private Wealth Management
Florida
$26.2K
AWM
2152
Atticus Wealth Management
Florida
$26.1K
MSG
2153
Main Street Group
Virginia
$25.9K
MF
2154
Magnetar Financial
Illinois
$25.7K
AWM
2155
Activest Wealth Management
Florida
$24.8K
PCM
2156
Perritt Capital Management
Illinois
$24.7K
TTIC
2157
Tower Trust & Investment Company
Iowa
$24.4K
SWA
2158
SOA Wealth Advisors
New York
$24.3K
KSWA
2159
Kathleen S. Wright Associates
Pennsylvania
$24.3K
PCC
2160
Park Circle Company
Maryland
$23.6K
STB
2161
S&T Bank
Pennsylvania
$23.6K
CAM
2162
Chesapeake Asset Management
New York
$23.1K
MEG
2163
Millstone Evans Group
Colorado
$22.9K
FFL
2164
Financial Freedom LLC
Ohio
$22.7K
DIP
2165
DT Investment Partners
Pennsylvania
$22.4K
SC
2166
Solstein Capital
California
$22.4K
MAS
2167
MPWM Advisory Solutions
Georgia
$22.1K
FCG
2168
Financial Connections Group
California
$22K
1NWS
2169
1 North Wealth Services
Maryland
$21.6K
ACA
2170
American Capital Advisory
Idaho
$21.6K
SA
2171
SRH Advisors
Kansas
$20.6K
ACM
2172
Accent Capital Management
Ohio
$20.6K
SRCM
2173
Signature Resources Capital Management
California
$19.9K
PWM
2174
Proathlete Wealth Management
Florida
$19.8K
AP
2175
Aspect Partners
Virginia
$19.8K