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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
WA
2226
WestEnd Advisors
North Carolina
$6.45K
BDPWM
2227
Barnes Dennig Private Wealth Management
Ohio
$6.02K
AWM
2228
Ameliora Wealth Management
Switzerland
$5.9K
GFL
2229
Granite FO LLC
New Hampshire
$5.9K
MDA
2230
Minot DeBlois Advisors
Massachusetts
$5.9K
IHWM
2231
Iron Horse Wealth Management
Iowa
$5.78K
SHIM
2232
Stone House Investment Management
Pennsylvania
$5.31K
CWM
2233
Consultiva Wealth Management
Puerto Rico
$4.01K
RS
2234
Rakuten Securities
Japan
$3.66K
PWA
2235
Principia Wealth Advisory
Texas
$3.66K
TFG
2236
Team Financial Group
California
$3.55K
EAM
2237
Eukles Asset Management
Ohio
$3.3K
KIG
2238
Kessler Investment Group
Indiana
$3.19K
DRP
2239
Decker Retirement Planning
Utah
$3.19K
BHWM
2240
Bay Harbor Wealth Management
Maryland
$3.07K
RWM
2241
Rialto Wealth Management
New York
$3.07K
HFM
2242
Harvest Fund Management
China
$3K
IMC
2243
Investment Management Corporation
Virginia
$2.83K
GC
2244
Garde Capital
Washington
$2.71K
NC
2245
North Capital
Utah
$1.89K
QWM
2246
Quaker Wealth Management
New Jersey
$1.89K
MHIP
2247
Mountain Hill Investment Partners
New Jersey
$1.8K
DF
2248
DecisionPoint Financial
Arizona
$1.67K
SFCL
2249
Strengthening Families & Communities LLC
Massachusetts
$1.54K
EPW
2250
Evergreen Private Wealth
Colorado
$1.53K