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Duke Energy

2,249 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, 738 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: 2,2372,249 (+12)

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
2,249
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
ETS
2176
ESL Trust Services
New York
$15.5K
HWP
2177
Highline Wealth Partners
California
$15.2K
CIAS
2178
CBIZ Investment Advisory Services
Ohio
$15K
HNW
2179
High Note Wealth
Minnesota
$14.3K
TCM
2180
TD Capital Management
Tennessee
$14.3K
WTFG
2181
Wood Tarver Financial Group
Idaho
$14K
APW
2182
Acima Private Wealth
Virginia
$13K
RTL
2183
Red Tortoise LLC
Georgia
$12.9K
WFA
2184
West Financial Advisors
Iowa
$12.7K
TWD
2185
True Wealth Design
Ohio
$12.6K
CFP
2186
Comprehensive Financial Planning
Pennsylvania
$12.3K
GPI
2187
General Partner Inc
Pennsylvania
$11.9K
AAG
2188
Accordant Advisory Group
Maryland
$11.8K
MWA
2189
Miller Wealth Advisors
Colorado
$11.8K
LC
2190
Lavaca Capital
Texas
$11.8K
GK
2191
Graney & King
New York
$11.8K
WW
2192
Winnow Wealth
Texas
$11.8K
TC
2193
Trust Company
Kansas
$11.8K
BGC
2194
Beutel, Goodman & Co
Ontario, Canada
$11K
CFS
2195
Compass Financial Services
Iowa
$11K
W
2196
WealthCollab
Washington
$10.9K
BFS
2197
Bare Financial Services
Pennsylvania
$10.6K
OAJ
2198
Ogorek Anthony Joseph
New York
$10K
AWM
2199
Accredited Wealth Management
Kentucky
$9.91K
PFG
2200
Putney Financial Group
California
$9.44K