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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 %
SFA
451
Semmax Financial Advisors
North Carolina
$5.1M +$79.3K +659 +2%
LSERS
452
Louisiana State Employees Retirement System
Louisiana
$5.09M +$12.2K +100 +0.2%
SIG
453
Sky Investment Group
Connecticut
$5.07M +$26.8K +220 +0.5%
HIC
454
Holderness Investments Company
North Carolina
$5.02M +$41.3K +339 +0.8%
SAM
455
Securian Asset Management
Minnesota
$5M -$60K -492 -1%
RCYC
456
Richard C. Young & Co
Rhode Island
$5M +$149K +1,225 +3%
SPG
457
Strategic Planning Group
Utah
$4.99M +$378K +3,098 +8%
NPT
458
Nixon Peabody Trust
Massachusetts
$4.98M +$35.4K +290 +0.7%
LIM
459
Leavell Investment Management
Alabama
$4.96M -$29.2K -239 -0.6%
Carson Wealth (CWM LLC)
460
Carson Wealth (CWM LLC)
Nebraska
$4.96M -$168K -1,377 -3%
SP
461
Stablepoint Partners
Massachusetts
$4.93M +$43.2K +354 +0.9%
PGFC
462
Peapack-Gladstone Financial Corp
New Jersey
$4.93M -$54.1K -444 -1%
SW
463
SteelPeak Wealth
California
$4.91M +$1.44M +11,823 +42%
PWP
464
Principle Wealth Partners
Connecticut
$4.91M -$192K -1,576 -4%
CPL
465
Capital & Planning LLC
Georgia
$4.86M +$418K +3,426 +9%
EMPI
466
Elo Mutual Pension Insurance
Finland
$4.85M -$3.74M -30,682 -44%
RFC
467
Regions Financial Corp
Alabama
$4.85M -$130K -1,067 -3%
OAM
468
Occidental Asset Management
California
$4.83M +$326K +2,675 +7%
VWMG
469
Virginia Wealth Management Group
Virginia
$4.77M -$29.2K -239 -0.6%
MA
470
MONECO Advisors
Connecticut
$4.74M -$13.9K -114 -0.3%
PCA
471
Providence Capital Advisors
North Carolina
$4.73M +$101K +827 +2%
CFC
472
Cincinnati Financial Corp
Ohio
$4.73M
FBT
473
First Bank & Trust
South Dakota
$4.68M -$112K -920 -2%
TSW
474
Thompson Siegel & Walmsley
Virginia
$4.66M
DWP
475
Daymark Wealth Partners
Ohio
$4.66M -$94.9K -778 -2%