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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
LWA
701
Ledgewood Wealth Advisors
New Hampshire
$2.24M
AC
702
Asio Capital
Kentucky
$2.24M
CNBT
703
Canandaigua National Bank & Trust
New York
$2.23M
DCM
704
Donaldson Capital Management
Indiana
$2.22M
NHC
705
Nicholas Hoffman & Company
Georgia
$2.22M
1832 Asset Management
706
1832 Asset Management
Ontario, Canada
$2.22M
HFM
707
Hartford Financial Management
Connecticut
$2.22M
USAA
708
United Services Automobile Association
Texas
$2.21M
SFI
709
Siemens Fonds Invest
Germany
$2.2M
IIM
710
Ipswich Investment Management
Massachusetts
$2.19M
GLLW
711
Graves Light Lenhart Wealth
Virginia
$2.19M
MBTD
712
Mechanics Bank - Trust Department
California
$2.19M
MSAM
713
Moloney Securities Asset Management
Missouri
$2.18M
CBTWT
714
Community Bank & Trust (Waco, Texas)
Texas
$2.18M
VCA
715
Verdence Capital Advisors
Maryland
$2.18M
RCA
716
Ranch Capital Advisors
Florida
$2.17M
SIM
717
Stratos Investment Management
Ohio
$2.16M
AA
718
Argent Advisors
Louisiana
$2.16M
HWMO
719
Heritage Wealth Management (Ohio)
Ohio
$2.16M
OPA
720
Old Port Advisors
Maine
$2.16M
AIA
721
AssuredPartners Investment Advisors
Florida
$2.16M
S
722
SignatureFD
Georgia
$2.15M
WA
723
Wealth Alliance
New York
$2.15M
IWM
724
IHT Wealth Management
Illinois
$2.15M
TCMG
725
TSP Capital Management Group
New Jersey
$2.15M