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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
LA
676
LVW Advisors
New York
$2.4M
ATPW
677
Ashton Thomas Private Wealth
Arizona
$2.39M
GT
678
Glenview Trust
Kentucky
$2.37M
AAMA
679
Advanced Asset Management Advisors
Ohio
$2.36M
FMWA
680
Forvis Mazars Wealth Advisors
Missouri
$2.36M
HCA
681
Harbor Capital Advisors
Illinois
$2.35M
LWL
682
Leo Wealth LLC
Texas
$2.35M
GT
683
Greenleaf Trust
Michigan
$2.34M
CAC
684
Certified Advisory Corp
Florida
$2.34M
MWA
685
MFA Wealth Advisors
Pennsylvania
$2.34M
PMWMG
686
Parr McKnight Wealth Management Group
Minnesota
$2.33M
MA
687
Mutual Advisors
Nebraska
$2.32M
TAIM
688
Te Ahumairangi Investment Management
New Zealand
$2.31M
VF
689
Vest Financial
Virginia
$2.31M
NG
690
Norden Group
Utah
$2.3M
AAS
691
Ameritas Advisory Services
Nebraska
$2.29M
CLOS
692
Compagnie Lombard Odier SCmA
Switzerland
$2.29M
GLA
693
Good Life Advisors
Pennsylvania
$2.28M
FIA
694
Foundations Investment Advisors
Arizona
$2.28M
FFA
695
Farther Finance Advisors
California
$2.28M
DIP
696
Davis Investment Partners
North Carolina
$2.26M
SMC
697
Smith, Moore & Co
Missouri
$2.26M
SGCA
698
Steel Grove Capital Advisors
Tennessee
$2.26M
CWC
699
Carolinas Wealth Consulting
North Carolina
$2.25M
ANTB
700
AMG National Trust Bank
Colorado
$2.25M