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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
CMAI
2301
Capital Management Associates Inc
Minnesota
MA
2302
Mezzasalma Advisors
New Jersey
CCM
2303
Crew Capital Management
Ohio
FFG
2304
Frisch Financial Group
New York
TF
2305
Trek Financial
Arizona
SPA
2306
Sherbrooke Park Advisers
New York
Jacobs Levy Equity Management
2307
Jacobs Levy Equity Management
New Jersey
BWL
2308
Beacon Wealthcare LLC
North Carolina
AA
2309
Aufman Associates
Pennsylvania
AAS
2310
Annex Advisory Services
Wisconsin
BOM
2311
Bank of Marin
California
CWG
2312
Crown Wealth Group
North Carolina
CFP
2313
Curran Financial Partners
South Carolina
HWM
2314
Horizon Wealth Management
Illinois
PWA
2315
Phoenix Wealth Advisors
North Carolina
BOC
2316
Blue Oak Capital
California
RIA
2317
Richwood Investment Advisors
Ohio
ERIC
2318
Eagle Rock Investment Company
Georgia
WFMPM
2319
Woodley Farra Manion Portfolio Management
Indiana
OFG
2320
Oxford Financial Group
Indiana
WAM
2321
Worth Asset Management
Texas
GAM
2322
Gould Asset Management
California
NWAG
2323
Net Worth Advisory Group
Utah
GJIA
2324
Glass Jacobson Investment Advisors
Maryland
RPCA
2325
Running Point Capital Advisors
California