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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
NL
851
NVWM LLC
Pennsylvania
$1.54M
BMA
852
Brooks Moore & Associates
Tennessee
$1.53M
GCM
853
Gables Capital Management
Florida
$1.53M
B
854
Bellecapital
Switzerland
$1.53M
TBA
855
Tower Bridge Advisors
Pennsylvania
$1.53M
CA
856
Claro Advisors
Massachusetts
$1.52M
MYIA
857
Mount Yale Investment Advisors
Colorado
$1.52M
TCPW
858
Twin City Private Wealth
North Carolina
$1.52M
SFA
859
Souders Financial Advisors
Ohio
$1.52M
DA
860
Drake & Associates
Wisconsin
$1.52M
NFC
861
Northeast Financial Consultants
Connecticut
$1.52M
TCOV
862
Trust Company of Vermont
Vermont
$1.51M
BHA
863
Beech Hill Advisors
New York
$1.51M
PIM
864
Pullen Investment Management
Florida
$1.51M
SOS
865
Silver Oak Securities
Tennessee
$1.51M
NCM
866
Novare Capital Management
North Carolina
$1.51M
VIA
867
Victrix Investment Advisors
Florida
$1.5M
WJWM
868
Williams Jones Wealth Management
New York
$1.49M
MFIM
869
Mesirow Financial Investment Management
Illinois
$1.49M
PWP
870
Precedent Wealth Partners
Texas
$1.49M
EM
871
Excalibur Management
Massachusetts
$1.49M
PG
872
Patten Group
Tennessee
$1.49M
ACG
873
Allen Capital Group
Nebraska
$1.48M
MHIC
874
Marble Harbor Investment Counsel
Massachusetts
$1.48M
GWM
875
Gibbs Wealth Management
Georgia
$1.48M