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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
FA
2301
Fiducient Advisors
Illinois
ARC
2302
Advisor Resource Council
Texas
GAA
2303
Global Assets Advisory
Florida
PCM
2304
Prelude Capital Management
New York
PTCG
2305
Pring Turner Capital Group
California
RFA
2306
RTD Financial Advisors
Pennsylvania
HT
2307
Heritage Trust
Oklahoma
SRC
2308
Stone Run Capital
New York
LBA
2309
Letko, Brosseau & Associates
Quebec, Canada
SWA
2310
SFMG Wealth Advisors
Texas
COCM
2311
Charter Oak Capital Management
New Hampshire
GP
2312
Greenline Partners
New York
CMAI
2313
Capital Management Associates Inc
Minnesota
MA
2314
Mezzasalma Advisors
New Jersey
CCM
2315
Crew Capital Management
Ohio
FFG
2316
Frisch Financial Group
New York
TF
2317
Trek Financial
Arizona
SPA
2318
Sherbrooke Park Advisers
New York
Jacobs Levy Equity Management
2319
Jacobs Levy Equity Management
New Jersey
BWL
2320
Beacon Wealthcare LLC
North Carolina
AA
2321
Aufman Associates
Pennsylvania
AAS
2322
Annex Advisory Services
Wisconsin
BOM
2323
Bank of Marin
California
CWG
2324
Crown Wealth Group
North Carolina
CFP
2325
Curran Financial Partners
South Carolina