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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
Marshall Wace
426
Marshall Wace
United Kingdom
$5.61M
WCM
427
Whitener Capital Management
North Carolina
$5.58M
BEI
428
Benjamin Edwards Inc
Missouri
$5.57M
AIMCA
429
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.56M
CIA
430
Concurrent Investment Advisors
Florida
$5.53M
WA
431
Wasatch Advisors
Utah
$5.52M
UCFA
432
United Capital Financial Advisors
Texas
$5.49M
TCM
433
Tufton Capital Management
Maryland
$5.47M
BRM
434
Boston Research & Management
Massachusetts
$5.43M
JHCP
435
Jackson Hole Capital Partners
Oklahoma
$5.43M
SPC
436
Sigma Planning Corp
Michigan
$5.39M
HCMT
437
Highland Capital Management (Tennessee)
Tennessee
$5.39M
BFG
438
Beacon Financial Group
Texas
$5.36M
KWM
439
Kingsview Wealth Management
Oregon
$5.35M
GIBU
440
Gulf International Bank (UK)
United Kingdom
$5.35M
SWP
441
Stratos Wealth Partners
Ohio
$5.34M
AAM
442
Advisors Asset Management
Colorado
$5.24M
AMIM
443
Aull & Monroe Investment Management
Alabama
$5.24M
AWM
444
Apollon Wealth Management
South Carolina
$5.23M
ACM
445
AlphaStar Capital Management
North Carolina
$5.22M
MFG
446
Merit Financial Group
Georgia
$5.21M
GWMIA
447
Global Wealth Management Investment Advisory
Florida
$5.2M
Vontobel Holding
448
Vontobel Holding
Switzerland
$5.19M
CL
449
Choreo LLC
Illinois
$5.18M
CGH
450
Crossmark Global Holdings
Texas
$5.14M