DUK icon

Duke Energy

2,235 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
Holders Change %
0%
% of All Funds
29.96%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
153
Increased
1,018
Reduced
734
Closed
114
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M
Name Holding Trade Value Shares
Change
Shares
Change %
AP
2151
Aspect Partners
Virginia
$19.8K +$12.4K +105 +167%
HHMI
2152
Howard Hughes Medical Institute
Maryland
$19.7K +$19.7K +167 New
DFA
2153
DHJJ Financial Advisors
Illinois
$19.5K
CPG
2154
Cornerstone Planning Group
New Jersey
$19.3K +$1.48K +12 +8%
MAWAG
2155
Mid-American Wealth Advisory Group
Missouri
$19K +$19K +161 New
PG
2156
Proffitt & Goodson
Tennessee
$18.9K +$18.9K +160 New
RWPA
2157
Richard W. Paul & Associates
Michigan
$17.3K -$118 -1 -0.7%
RAM
2158
Ramirez Asset Management
New York
$17K
FFA
2159
Frazier Financial Advisors
Ohio
$16.2K
CAC
2160
Core Alternative Capital
Georgia
$16K
SC
2161
Swan Capital
Florida
$15.8K
FGC
2162
Financial Gravity Companies
Texas
$15.8K +$15.8K +134 New
ETS
2163
ESL Trust Services
New York
$15.5K
HWP
2164
Highline Wealth Partners
California
$15.2K +$2.12K +18 +16%
CIAS
2165
CBIZ Investment Advisory Services
Ohio
$15K +$9.09K +77 +154%
HNW
2166
High Note Wealth
Minnesota
$14.3K
TCM
2167
TD Capital Management
Tennessee
$14.3K +$14.3K +121 New
WTFG
2168
Wood Tarver Financial Group
Idaho
$14K
APW
2169
Acima Private Wealth
Virginia
$13K -$30.4K -258 -70%
RTL
2170
Red Tortoise LLC
Georgia
$12.9K
WFA
2171
West Financial Advisors
Iowa
$12.7K
TWD
2172
True Wealth Design
Ohio
$12.6K +$2.48K +21 +24%
CFP
2173
Comprehensive Financial Planning
Pennsylvania
$12.3K
GPI
2174
General Partner Inc
Pennsylvania
$11.9K
AAG
2175
Accordant Advisory Group
Maryland
$11.8K -$1.42K -12 -11%