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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
SIC
526
Salem Investment Counselors
North Carolina
$3.96M
SSWG
527
Seven Springs Wealth Group
Tennessee
$3.93M
FB
528
Fulton Bank
Pennsylvania
$3.92M
GCA
529
Greenwood Capital Associates
South Carolina
$3.9M
CT
530
Caldwell Trust
Florida
$3.89M
B
531
Bailard
California
$3.88M
SB
532
Simmons Bank
Arkansas
$3.87M
AWA
533
Arkadios Wealth Advisors
Georgia
$3.85M
TNBTD
534
Trustmark National Bank Trust Department
Mississippi
$3.84M
SCA
535
Snowden Capital Advisors
New York
$3.84M
CA
536
Carson Advisory
Georgia
$3.83M
PI
537
PFG Investments
New York
$3.83M
HWAM
538
Hennion & Walsh Asset Management
New Jersey
$3.81M
DW30
539
Drucker Wealth 3.0
New Jersey
$3.78M
LA
540
Lynch & Associates
Indiana
$3.77M
SCM
541
Schnieders Capital Management
California
$3.77M
WSFS
542
Wilmington Savings Fund Society
Delaware
$3.77M
ACM
543
Argyle Capital Management
Pennsylvania
$3.77M
TSWM
544
Triangle Securities Wealth Management
North Carolina
$3.76M
SGC
545
Slocum, Gordon & Co
Rhode Island
$3.76M
IWC
546
Integrated Wealth Concepts
Massachusetts
$3.75M
GAG
547
Goodman Advisory Group
Massachusetts
$3.74M
CA
548
Cornerstone Advisors
North Carolina
$3.73M
CCT
549
Chemung Canal Trust
New York
$3.73M
PA
550
Profund Advisors
Maryland
$3.73M