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Duke Energy

2,239 hedge funds and large institutions have $64.2B invested in Duke Energy in 2025 Q1 according to their latest regulatory filings, with 227 funds opening new positions, 915 increasing their positions, 772 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,239
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
30
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$980M
Puts
$445M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
BIAS
401
Beacon Investment Advisory Services
New Jersey
$6.26M
MCC
402
Money Concepts Capital
Florida
$6.26M
MC
403
Moors & Cabot
Massachusetts
$6.25M
PP
404
Prudential plc
United Kingdom
$6.21M
CA
405
Clearstead Advisors
Ohio
$6.2M
CIA
406
Covington Investment Advisors
Pennsylvania
$6.2M
BPAMU
407
BTG Pactual Asset Management US
New York
$6.16M
IC
408
IEQ Capital
California
$6.16M
EA
409
Ellsworth Advisors
Ohio
$6.1M
JPWM
410
Jamison Private Wealth Management
Georgia
$6.09M
FLI
411
Family Legacy Inc
South Carolina
$6.05M
OIA
412
OneDigital Investment Advisors
Kansas
$6M
EFIC
413
Eliot Finkel Investment Counsel
California
$5.99M
CTC
414
Central Trust Company
Missouri
$5.94M
SBWIC
415
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.93M
SC
416
SouthState Corp
Florida
$5.89M
BFA
417
Benedict Financial Advisors
Georgia
$5.88M
OL
418
one8zero8 LLC
North Carolina
$5.81M
RDWM
419
Red Door Wealth Management
Tennessee
$5.8M
HIMCH
420
Hartford Investment Management Co (HIMCO)
Connecticut
$5.77M
AssetMark Inc
421
AssetMark Inc
California
$5.77M
D.E. Shaw & Co
422
D.E. Shaw & Co
New York
$5.77M
QWM
423
Quadcap Wealth Management
Texas
$5.72M
PTC
424
Philadelphia Trust Company
Pennsylvania
$5.72M
CPIG
425
Chicago Partners Investment Group
Illinois
$5.63M