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Duke Energy

2,250 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, 739 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: 2,2372,250 (+13)

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
2,250
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
PFG
2201
Putney Financial Group
California
$9.44K
KG
2202
Kilter Group
New York
$9.32K
CAM
2203
Creekmur Asset Management
Illinois
$9.18K
UWM
2204
USAdvisors Wealth Management
Minnesota
$9K
MSWA
2205
Marshall & Sterling Wealth Advisors
New York
$8.73K
SVCP
2206
Silicon Valley Capital Partners
California
$8.73K
GC
2207
GFG Capital
Florida
$8.26K
MSWM
2208
Mowery & Schoenfeld Wealth Management
Illinois
$8.26K
DPW
2209
DiNuzzo Private Wealth
Pennsylvania
$7.79K
MCI
2210
MRP Capital Investments
Georgia
$7.43K
CWA
2211
Carolina Wealth Advisors
South Carolina
$7.43K
PWM
2212
Parkworth Wealth Management
California
$7.27K
ITFISA
2213
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$7.2K
PCM
2214
Penserra Capital Management
California
$7K
WCM
2215
WealthTrak Capital Management
Virginia
$6.49K
WA
2216
WestEnd Advisors
North Carolina
$6.45K
BDPWM
2217
Barnes Dennig Private Wealth Management
Ohio
$6.02K
AWM
2218
Ameliora Wealth Management
Switzerland
$5.9K
MDA
2219
Minot DeBlois Advisors
Massachusetts
$5.9K
GFL
2220
Granite FO LLC
New Hampshire
$5.9K
IHWM
2221
Iron Horse Wealth Management
Iowa
$5.78K
SHIM
2222
Stone House Investment Management
Pennsylvania
$5.31K
CWM
2223
Consultiva Wealth Management
Puerto Rico
$4.01K
RS
2224
Rakuten Securities
Japan
$3.66K
PWA
2225
Principia Wealth Advisory
Texas
$3.66K