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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
Carson Wealth (CWM LLC)
201
Carson Wealth (CWM LLC)
Nebraska
$21.9M
II
202
IFM Investors
Australia
$21.8M
QCM
203
Quantinno Capital Management
New York
$21.7M
BF
204
BOK Financial
Oklahoma
$21.6M
OAM
205
Oppenheimer Asset Management
New York
$21.5M
Voloridge Investment Management
206
Voloridge Investment Management
Florida
$21.4M
AF
207
Allworth Financial
California
$21.4M
CCM
208
Cinctive Capital Management
New York
$21.1M
Calamos Advisors
209
Calamos Advisors
Illinois
$21.1M
Bank Julius Baer & Co
210
Bank Julius Baer & Co
Switzerland
$20.8M
BC
211
Bruce & Co
Illinois
$20.7M
KAS
212
Kestra Advisory Services
Texas
$20.6M
Daiwa Securities Group
213
Daiwa Securities Group
Japan
$20.5M
WIC
214
Woodmont Investment Counsel
Tennessee
$20.3M
GCM
215
Greenland Capital Management
New York
$20.2M
SPIA
216
Steward Partners Investment Advisory
New York
$19.9M
CF
217
Clarity Financial
Texas
$19.9M
NAM
218
NorthCrest Asset Manangement
Minnesota
$19.7M
Retirement Systems of Alabama
219
Retirement Systems of Alabama
Alabama
$19.7M
IMPI
220
Ilmarinen Mutual Pension Insurance
Finland
$19.5M
PAM
221
Panagora Asset Management
Massachusetts
$19.4M
NA
222
NewEdge Advisors
Louisiana
$19.3M
OSAM
223
O'Shaughnessy Asset Management
Connecticut
$19.2M
LA
224
Linden Advisors
New York
$19M
BCI
225
Brinker Capital Investments
Pennsylvania
$19M