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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
MPWT
776
MassMutual Private Wealth & Trust
Connecticut
$1.86M
CWS
777
Confluence Wealth Services
Pennsylvania
$1.86M
QI
778
Qtron Investments
Massachusetts
$1.85M
HI
779
Horizon Investments
North Carolina
$1.85M
AIA
780
Armor Investment Advisors
North Carolina
$1.85M
EWA
781
Exencial Wealth Advisors
Oklahoma
$1.84M
TI
782
Tidal Investments
Wisconsin
$1.84M
PNC
783
Park National Corp
Ohio
$1.84M
NWM
784
Northcape Wealth Management
New York
$1.83M
WWM
785
Wagner Wealth Management
South Carolina
$1.83M
LWA
786
Lineweaver Wealth Advisors
Ohio
$1.82M
MGWM
787
Marks Group Wealth Management
Minnesota
$1.82M
CG
788
Caprock Group
Idaho
$1.81M
BSA
789
Bull Street Advisors
Georgia
$1.81M
FCB
790
First County Bank
Connecticut
$1.81M
NI
791
Nepsis Inc
Minnesota
$1.8M
PPW
792
Parcion Private Wealth
Washington
$1.8M
NSEDCP
793
NJ State Employees Deferred Compensation Plan
New Jersey
$1.8M
PWP
794
Private Wealth Partners
California
$1.79M
MAS
795
Meeder Advisory Services
Ohio
$1.79M
AFG
796
Atomi Financial Group
New York
$1.78M
EARNEST Partners
797
EARNEST Partners
Georgia
$1.78M
WDG
798
Wealth Dimensions Group
Ohio
$1.76M
SAM
799
Smartleaf Asset Management
Massachusetts
$1.76M
MIS
800
Morningstar Investment Services
Illinois
$1.75M