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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
NGA
601
Naples Global Advisors
Florida
$3.02M
RIA
602
Regal Investment Advisors
Michigan
$3.02M
NMIMC
603
Northwestern Mutual Investment Management Company
Wisconsin
$3.01M
CV
604
Counterweight Ventures
North Carolina
$3M
CWM
605
Congress Wealth Management
Massachusetts
$3M
SIC
606
Shoker Investment Counsel
Ohio
$2.99M
APC
607
Aspire Private Capital
North Carolina
$2.98M
OQS
608
Occudo Quantitative Strategies
Florida
$2.98M
JFL
609
Jarislowsky, Fraser Ltd
Quebec, Canada
$2.97M
OCM
610
Orleans Capital Management
Louisiana
$2.96M
AC
611
Allstate Corporation
Illinois
$2.91M
AA
612
ABC Arbitrage
France
$2.9M
ONST
613
Old North State Trust
North Carolina
$2.9M
HFBOT
614
Home Federal Bank of Tennessee
Tennessee
$2.88M
SBH
615
Segall Bryant & Hamill
Illinois
$2.88M
SSA
616
Schonfeld Strategic Advisors
New York
$2.87M
BBA
617
BLB&B Advisors
Pennsylvania
$2.87M
GW
618
Griffith & Werner
Georgia
$2.87M
Kovitz Investment Group Partners
619
Kovitz Investment Group Partners
Illinois
$2.86M
KF
620
KKM Financial
Illinois
$2.86M
RB
621
Rodgers Brothers
Pennsylvania
$2.86M
HCM
622
Hall Capital Management
Rhode Island
$2.86M
FC
623
Forte Capital
New York
$2.83M
EF
624
Empowered Funds
Pennsylvania
$2.83M
IA
625
IFP Advisors
Florida
$2.82M