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Duke Energy

2,235 hedge funds and large institutions have $64.2B invested in Duke Energy in 2025 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 915 increasing their positions, 770 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
+59
Holders Change %
+2.71%
% of All Funds
30.35%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.41%
New
226
Increased
915
Reduced
770
Closed
119
Calls
$980M
Puts
$445M
Net Calls
+$536M
Net Calls Change
+$455M
Name Holding Trade Value Shares
Change
Shares
Change %
Marshall Wace
426
Marshall Wace
United Kingdom
$5.61M -$24.4M -199,647 -81%
WCM
427
Whitener Capital Management
North Carolina
$5.58M +$194K +1,591 +4%
BEI
428
Benjamin Edwards Inc
Missouri
$5.57M -$2.92M -23,903 -34%
AIMCA
429
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.56M
CIA
430
Concurrent Investment Advisors
Florida
$5.53M +$354K +2,905 +7%
WA
431
Wasatch Advisors
Utah
$5.52M -$964K -7,900 -15%
UCFA
432
United Capital Financial Advisors
Texas
$5.49M +$275K +2,254 +5%
TCM
433
Tufton Capital Management
Maryland
$5.47M +$70.9K +581 +1%
BRM
434
Boston Research & Management
Massachusetts
$5.43M -$175K -1,435 -3%
JHCP
435
Jackson Hole Capital Partners
Oklahoma
$5.43M -$102K -836 -2%
SPC
436
Sigma Planning Corp
Michigan
$5.39M -$280K -2,297 -5%
HCMT
437
Highland Capital Management (Tennessee)
Tennessee
$5.39M -$51.5K -422 -0.9%
BFG
438
Beacon Financial Group
Texas
$5.36M -$331K -2,710 -6%
KWM
439
Kingsview Wealth Management
Oregon
$5.35M +$35.9K +294 +0.7%
GIBU
440
Gulf International Bank (UK)
United Kingdom
$5.35M -$2.16M -17,738 -29%
SWP
441
Stratos Wealth Partners
Ohio
$5.34M -$344K -2,820 -6%
AAM
442
Advisors Asset Management
Colorado
$5.24M +$176K +1,442 +3%
AMIM
443
Aull & Monroe Investment Management
Alabama
$5.24M +$259K +2,126 +5%
AWM
444
Apollon Wealth Management
South Carolina
$5.23M +$162K +1,327 +3%
ACM
445
AlphaStar Capital Management
North Carolina
$5.22M +$349K +2,861 +7%
MFG
446
Merit Financial Group
Georgia
$5.21M +$1.19M +9,730 +30%
GWMIA
447
Global Wealth Management Investment Advisory
Florida
$5.2M +$83.9K +688 +2%
Vontobel Holding
448
Vontobel Holding
Switzerland
$5.19M +$65.7K +539 +1%
CL
449
Choreo LLC
Illinois
$5.18M -$277K -2,270 -5%
CGH
450
Crossmark Global Holdings
Texas
$5.14M -$33.2K -272 -0.6%