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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
EAM
2226
Eukles Asset Management
Ohio
$3.3K
KIG
2227
Kessler Investment Group
Indiana
$3.19K
DRP
2228
Decker Retirement Planning
Utah
$3.19K
BHWM
2229
Bay Harbor Wealth Management
Maryland
$3.07K
RWM
2230
Rialto Wealth Management
New York
$3.07K
HFM
2231
Harvest Fund Management
China
$3K
IMC
2232
Investment Management Corporation
Virginia
$2.83K
GC
2233
Garde Capital
Washington
$2.71K
NC
2234
North Capital
Utah
$1.89K
QWM
2235
Quaker Wealth Management
New Jersey
$1.89K
MHIP
2236
Mountain Hill Investment Partners
New Jersey
$1.8K
DF
2237
DecisionPoint Financial
Arizona
$1.67K
SFCL
2238
Strengthening Families & Communities LLC
Massachusetts
$1.54K
EPW
2239
Evergreen Private Wealth
Colorado
$1.53K
TFA
2240
Transamerica Financial Advisors
Florida
$1.41K
PW
2241
Pandora Wealth
Illinois
$1.18K
VWA
2242
Valued Wealth Advisors
Utah
$1.08K
SIC
2243
SJS Investment Consulting
Ohio
$1.06K
PMAM
2244
Picton Mahoney Asset Management
Ontario, Canada
$1K
HIA
2245
HFM Investment Advisors
New Jersey
$826
IAS
2246
IMA Advisory Services
Colorado
$708
HWM
2247
HighMark Wealth Management
Minnesota
$590
YDMI
2248
Y.D. More Investments
Israel
$438
WOC
2249
West Oak Capital
California
$369
BA
2250
Bellwether Advisors
Nebraska
$118