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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
MWA
2201
Miller Wealth Advisors
Colorado
$11.8K
LC
2202
Lavaca Capital
Texas
$11.8K
WW
2203
Winnow Wealth
Texas
$11.8K
TC
2204
Trust Company
Kansas
$11.8K
BGC
2205
Beutel, Goodman & Co
Ontario, Canada
$11K
CFS
2206
Compass Financial Services
Iowa
$11K
W
2207
WealthCollab
Washington
$10.9K
BFS
2208
Bare Financial Services
Pennsylvania
$10.6K
OAJ
2209
Ogorek Anthony Joseph
New York
$10K
AWM
2210
Accredited Wealth Management
Kentucky
$9.91K
PFG
2211
Putney Financial Group
California
$9.44K
KG
2212
Kilter Group
New York
$9.32K
CAM
2213
Creekmur Asset Management
Illinois
$9.18K
UWM
2214
USAdvisors Wealth Management
Minnesota
$9K
MSWA
2215
Marshall & Sterling Wealth Advisors
New York
$8.73K
SVCP
2216
Silicon Valley Capital Partners
California
$8.73K
GC
2217
GFG Capital
Florida
$8.26K
MSWM
2218
Mowery & Schoenfeld Wealth Management
Illinois
$8.26K
DPW
2219
DiNuzzo Private Wealth
Pennsylvania
$7.79K
CWA
2220
Carolina Wealth Advisors
South Carolina
$7.43K
MCI
2221
MRP Capital Investments
Georgia
$7.43K
PWM
2222
Parkworth Wealth Management
California
$7.27K
ITFISA
2223
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.2K
PCM
2224
Penserra Capital Management
California
$7K
WCM
2225
WealthTrak Capital Management
Virginia
$6.49K