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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
WAG
2351
Wiser Advisor Group
Arizona
SFG
2352
Stonebridge Financial Group
Pennsylvania
TCPG
2353
Trivant Custom Portfolio Group
California
PPWM
2354
PFG Private Wealth Management
Florida
EFMH
2355
E Fund Management (HK)
Hong Kong
CAWM
2356
Capital A Wealth Management
Pennsylvania
BFPW
2357
BOK Financial Private Wealth
Colorado
FWA
2358
FSC Wealth Advisors
New York
GFPC
2359
Global Financial Private Client
Florida
SCB
2360
Saudi Central Bank
Saudi Arabia
CWM
2361
Compass Wealth Management
Connecticut
MFS
2362
Mattson Financial Services
Michigan
WF
2363
Wayfinding Financial
Washington
IA
2364
IFS Advisors
Kansas
PC
2365
Promus Capital
Illinois
EA
2366
Evolution Advisers
Virginia
HHGA
2367
Halbert Hargrove Global Advisors
California
BWM
2368
Bernard Wealth Management
Michigan
SIM
2369
Synergy Investment Management
Florida
UIC
2370
Uniplan Investment Counsel
Wisconsin
CB
2371
Community Bank
New York
GWMI
2372
Guardian Wealth Management (Illinois)
Illinois
RJA
2373
Ross\Johnson & Associates
Minnesota
CIAM
2374
Caitong International Asset Management
Hong Kong
BCM
2375
Blume Capital Management
California