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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 %
LC
2176
Lavaca Capital
Texas
$11.8K
GK
2177
Graney & King
New York
$11.8K
MWA
2178
Miller Wealth Advisors
Colorado
$11.8K
WW
2179
Winnow Wealth
Texas
$11.8K +$8.85K +75 +300%
TC
2180
Trust Company
Kansas
$11.8K +$11.8K +100 New
BGC
2181
Beutel, Goodman & Co
Ontario, Canada
$11K
CFS
2182
Compass Financial Services
Iowa
$11K -$6.73K -57 -38%
W
2183
WealthCollab
Washington
$10.9K
BFS
2184
Bare Financial Services
Pennsylvania
$10.6K +$10.1K +86 +2,150%
OAJ
2185
Ogorek Anthony Joseph
New York
$10K
AWM
2186
Accredited Wealth Management
Kentucky
$9.91K
PFG
2187
Putney Financial Group
California
$9.44K -$12.7K -108 -57%
KG
2188
Kilter Group
New York
$9.32K +$9.32K +79 New
CAM
2189
Creekmur Asset Management
Illinois
$9.18K +$6.59K +56 +255%
UWM
2190
USAdvisors Wealth Management
Minnesota
$9K
MSWA
2191
Marshall & Sterling Wealth Advisors
New York
$8.73K +$1.53K +13 +21%
GC
2192
GFG Capital
Florida
$8.26K +$8.26K +70 New
MSWM
2193
Mowery & Schoenfeld Wealth Management
Illinois
$8.26K +$8.26K +70 New
DPW
2194
DiNuzzo Private Wealth
Pennsylvania
$7.79K
MCI
2195
MRP Capital Investments
Georgia
$7.43K
CWA
2196
Carolina Wealth Advisors
South Carolina
$7.43K
PWM
2197
Parkworth Wealth Management
California
$7.27K +$117 +1 +2%
ITFISA
2198
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.2K +$7.2K +61 New
PCM
2199
Penserra Capital Management
California
$7K -$859K -7,733 -99%
WCM
2200
WealthTrak Capital Management
Virginia
$6.49K -$27.3K -231 -81%