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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
TFA
2251
Transamerica Financial Advisors
Florida
$1.41K
PW
2252
Pandora Wealth
Illinois
$1.18K
VWA
2253
Valued Wealth Advisors
Utah
$1.08K
SIC
2254
SJS Investment Consulting
Ohio
$1.06K
PMAM
2255
Picton Mahoney Asset Management
Ontario, Canada
$1K
HIA
2256
HFM Investment Advisors
New Jersey
$826
IAS
2257
IMA Advisory Services
Colorado
$708
HWM
2258
HighMark Wealth Management
Minnesota
$590
YDMI
2259
Y.D. More Investments
Israel
$438
WOC
2260
West Oak Capital
California
$369
BA
2261
Bellwether Advisors
Nebraska
$118
CF
2262
Corebridge Financial
Texas
Citadel Advisors
2263
Citadel Advisors
Florida
JF
2264
Jump Financial
Illinois
FCI
2265
Financial Counselors Inc
Kansas
APF
2266
Alaska Permanent Fund
Alaska
CLGM
2267
Capitolis Liquid Global Markets
New York
Arrowstreet Capital
2268
Arrowstreet Capital
Massachusetts
VLKIM
2269
Van Lanschot Kempen Investment Management
Netherlands
LSA
2270
L & S Advisors
California
TL
2271
Tradewinds LLC
North Carolina
OQS
2272
Occudo Quantitative Strategies
Florida
DFCM
2273
Dark Forest Capital Management
Puerto Rico
AC
2274
Allstate Corporation
Illinois
AA
2275
ABC Arbitrage
France