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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
HWM
2326
Horizon Wealth Management
Illinois
PWA
2327
Phoenix Wealth Advisors
North Carolina
BOC
2328
Blue Oak Capital
California
RIA
2329
Richwood Investment Advisors
Ohio
ERIC
2330
Eagle Rock Investment Company
Georgia
WFMPM
2331
Woodley Farra Manion Portfolio Management
Indiana
WAM
2332
Worth Asset Management
Texas
OFG
2333
Oxford Financial Group
Indiana
GAM
2334
Gould Asset Management
California
NWAG
2335
Net Worth Advisory Group
Utah
GJIA
2336
Glass Jacobson Investment Advisors
Maryland
RPCA
2337
Running Point Capital Advisors
California
BIG
2338
Brookwood Investment Group
Arizona
HA
2339
Herold Advisors
New York
SW
2340
SkyOak Wealth
Michigan
SHFA
2341
SC&H Financial Advisors
Maryland
YIA
2342
YHB Investment Advisors
Connecticut
RWM
2343
Ruedi Wealth Management
Illinois
AF
2344
Atala Financial
California
RMP
2345
Richards, Merrill & Peterson
Washington
QL
2346
Quarry LP
New York
PIS
2347
POM Investment Strategies
North Carolina
AIM
2348
Acropolis Investment Management
Missouri
ZRP
2349
Zynergy Retirement Planning
New Jersey
GCM
2350
GKV Capital Management
California