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
HHMI
2176
Howard Hughes Medical Institute
Maryland
$19.7K
DFA
2177
DHJJ Financial Advisors
Illinois
$19.5K
CPG
2178
Cornerstone Planning Group
New Jersey
$19.3K
MAWAG
2179
Mid-American Wealth Advisory Group
Missouri
$19K
PG
2180
Proffitt & Goodson
Tennessee
$18.9K
RWPA
2181
Richard W. Paul & Associates
Michigan
$17.3K
RAM
2182
Ramirez Asset Management
New York
$17K
FFA
2183
Frazier Financial Advisors
Ohio
$16.2K
CAC
2184
Core Alternative Capital
Georgia
$16K
SC
2185
Swan Capital
Florida
$15.8K
FGC
2186
Financial Gravity Companies
Texas
$15.8K
ETS
2187
ESL Trust Services
New York
$15.5K
HWP
2188
Highline Wealth Partners
California
$15.2K
CIAS
2189
CBIZ Investment Advisory Services
Ohio
$15K
HNW
2190
High Note Wealth
Minnesota
$14.3K
TCM
2191
TD Capital Management
Tennessee
$14.3K
WTFG
2192
Wood Tarver Financial Group
Idaho
$14K
APW
2193
Acima Private Wealth
Virginia
$13K
RTL
2194
Red Tortoise LLC
Georgia
$12.9K
WFA
2195
West Financial Advisors
Iowa
$12.7K
TWD
2196
True Wealth Design
Ohio
$12.6K
CFP
2197
Comprehensive Financial Planning
Pennsylvania
$12.3K
GPI
2198
General Partner Inc
Pennsylvania
$11.9K
AAG
2199
Accordant Advisory Group
Maryland
$11.8K
MWA
2200
Miller Wealth Advisors
Colorado
$11.8K