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Duke Energy

2,235 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
Holders Change %
0%
% of All Funds
29.96%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
153
Increased
1,018
Reduced
734
Closed
114
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M
Name Holding Trade Value Shares
Change
Shares
Change %
ERIC
2301
Eagle Rock Investment Company
Georgia
-$206K -1,685 Closed
WFMPM
2302
Woodley Farra Manion Portfolio Management
Indiana
-$204K -1,676 Closed
OFG
2303
Oxford Financial Group
Indiana
-$204K -1,672 Closed
WAM
2304
Worth Asset Management
Texas
-$204K -1,672 Closed
GAM
2305
Gould Asset Management
California
-$203K -1,666 Closed
NWAG
2306
Net Worth Advisory Group
Utah
-$203K -1,664 Closed
GJIA
2307
Glass Jacobson Investment Advisors
Maryland
-$179K -1,661 Closed
RPCA
2308
Running Point Capital Advisors
California
-$202K -1,657 Closed
BIG
2309
Brookwood Investment Group
Arizona
-$202K -1,656 Closed
HA
2310
Herold Advisors
New York
-$202K -1,655 Closed
SW
2311
SkyOak Wealth
Michigan
-$201K -1,652 Closed
SHFA
2312
SC&H Financial Advisors
Maryland
-$201K -1,650 Closed
YIA
2313
YHB Investment Advisors
Connecticut
-$200K -1,643 Closed
RWM
2314
Ruedi Wealth Management
Illinois
-$147K -1,207 Closed
AF
2315
Atala Financial
California
-$147K -1,202 Closed
RMP
2316
Richards, Merrill & Peterson
Washington
-$139K -1,136 Closed
QL
2317
Quarry LP
New York
-$137K -1,121 Closed
PIS
2318
POM Investment Strategies
North Carolina
-$126K -1,037 Closed
AIM
2319
Acropolis Investment Management
Missouri
-$114K -932 Closed
ZRP
2320
Zynergy Retirement Planning
New Jersey
-$93.9K -872 Closed
GCM
2321
GKV Capital Management
California
-$97.6K -800 Closed
WAG
2322
Wiser Advisor Group
Arizona
-$91.8K -753 Closed
SFG
2323
Stonebridge Financial Group
Pennsylvania
-$73.1K -599 Closed
TCPG
2324
Trivant Custom Portfolio Group
California
-$61K -500 Closed
PPWM
2325
PFG Private Wealth Management
Florida
-$59.3K -486 Closed