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Duke Energy

2,240 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, 916 increasing their positions, 772 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,240
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
SWP
551
Sagespring Wealth Partners
Tennessee
$3.72M
PFS
552
Physicians Financial Services
North Carolina
$3.7M
CCM
553
Cohen Capital Management
California
$3.68M
SFP
554
Shepherd Financial Partners
Massachusetts
$3.66M
AWM
555
AE Wealth Management
Kansas
$3.66M
BPC
556
Banque Pictet & Cie
Switzerland
$3.66M
CCG
557
Cypress Capital Group
Florida
$3.59M
EWA
558
EP Wealth Advisors
California
$3.54M
EFMC
559
Empire Financial Management Company
New York
$3.47M
TYCC
560
Texas Yale Capital Corp
Florida
$3.46M
FFP
561
FourThought Financial Partners
Florida
$3.45M
AG
562
Ascent Group
Virginia
$3.42M
TCWA
563
Turtle Creek Wealth Advisors
Texas
$3.42M
AMG
564
Advisors Management Group
Wisconsin
$3.4M
SFG
565
SevenBridge Financial Group
Pennsylvania
$3.39M
SW
566
SVB Wealth
Massachusetts
$3.38M
MA
567
Montag & Associates
Georgia
$3.37M
SSWM
568
Sheets Smith Wealth Management
North Carolina
$3.36M
BCM
569
Birmingham Capital Management
Alabama
$3.34M
GC
570
Guardian Capital
Ontario, Canada
$3.33M
PCIA
571
Prime Capital Investment Advisors
Kansas
$3.32M
HAG
572
HighPoint Advisor Group
Illinois
$3.31M
CA
573
CGN Advisors
Kansas
$3.3M
FHWM
574
Fox Hill Wealth Management
Massachusetts
$3.3M
PFM
575
Premier Fund Managers
United Kingdom
$3.28M