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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
JCM
826
Jacobi Capital Management
Pennsylvania
$1.64M
WCM
827
Weaver Capital Management
Georgia
$1.64M
HIP
828
HUB Investment Partners
Texas
$1.64M
CWP
829
Concord Wealth Partners
Virginia
$1.64M
AF
830
AGP Franklin
Tennessee
$1.63M
RCM
831
RNC Capital Management
California
$1.63M
P
832
Pitcairn
Pennsylvania
$1.63M
A
833
AlphaQuest
New York
$1.63M
CBA
834
Coastal Bridge Advisors
Connecticut
$1.62M
PGF
835
Plan Group Financial
Oklahoma
$1.61M
MIM
836
MTM Investment Management
South Carolina
$1.6M
ZIC
837
ZWJ Investment Counsel
Georgia
$1.6M
EI
838
Ethic Inc
New York
$1.59M
GWA
839
Gibson Wealth Advisors
Texas
$1.59M
BHBT
840
Burke & Herbert Bank & Trust
Virginia
$1.57M
KCM
841
Kennondale Capital Management
Virginia
$1.57M
GCM
842
Graham Capital Management
Connecticut
$1.57M
CIC
843
Cornercap Investment Counsel
Georgia
$1.57M
CF
844
Convergence Financial
Missouri
$1.56M
LWM
845
LongView Wealth Management
Georgia
$1.56M
PWM
846
Perigon Wealth Management
California
$1.55M
EFG
847
Ethos Financial Group
Pennsylvania
$1.55M
Aviva
848
Aviva
United Kingdom
$1.55M
NFSG
849
Newbridge Financial Services Group
Florida
$1.54M
OWM
850
Orca Wealth Management
Florida
$1.54M