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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
BIG
2326
Brookwood Investment Group
Arizona
HA
2327
Herold Advisors
New York
SW
2328
SkyOak Wealth
Michigan
SHFA
2329
SC&H Financial Advisors
Maryland
YIA
2330
YHB Investment Advisors
Connecticut
RWM
2331
Ruedi Wealth Management
Illinois
AF
2332
Atala Financial
California
RMP
2333
Richards, Merrill & Peterson
Washington
QL
2334
Quarry LP
New York
PIS
2335
POM Investment Strategies
North Carolina
AIM
2336
Acropolis Investment Management
Missouri
ZRP
2337
Zynergy Retirement Planning
New Jersey
GCM
2338
GKV Capital Management
California
WAG
2339
Wiser Advisor Group
Arizona
SFG
2340
Stonebridge Financial Group
Pennsylvania
TCPG
2341
Trivant Custom Portfolio Group
California
PPWM
2342
PFG Private Wealth Management
Florida
EFMH
2343
E Fund Management (HK)
Hong Kong
CAWM
2344
Capital A Wealth Management
Pennsylvania
BFPW
2345
BOK Financial Private Wealth
Colorado
FWA
2346
FSC Wealth Advisors
New York
GFPC
2347
Global Financial Private Client
Florida
SCB
2348
Saudi Central Bank
Saudi Arabia
CWM
2349
Compass Wealth Management
Connecticut
MFS
2350
Mattson Financial Services
Michigan