DUK icon

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
MAM
876
Mystic Asset Management
Rhode Island
$1.48M
RFA
877
ROI Financial Advisors
Oregon
$1.48M
VFA
878
Voya Financial Advisors
Connecticut
$1.47M
SF
879
Summit Financial
New Jersey
$1.47M
WG
880
Welch Group
Alabama
$1.47M
NP
881
Ninepoint Partners
Ontario, Canada
$1.47M
BIG
882
Brooklyn Investment Group
New York
$1.47M
FFN
883
Focus Financial Network
Minnesota
$1.47M
ITC
884
Inspire Trust Company
Nevada
$1.46M
CAM
885
Columbia Asset Management
Michigan
$1.45M
RCM
886
Raleigh Capital Management
North Carolina
$1.45M
GSB
887
Greenfield Savings Bank
Massachusetts
$1.44M
BFS
888
Burkett Financial Services
South Carolina
$1.44M
ClearBridge Investments
889
ClearBridge Investments
New York
$1.44M
HSA
890
HBK Sorce Advisory
Pennsylvania
$1.43M
BO
891
Bank OZK
Arkansas
$1.43M
TPA
892
Trivium Point Advisory
Connecticut
$1.43M
EWM
893
Evermay Wealth Management
Virginia
$1.43M
FAM
894
Formidable Asset Management
Ohio
$1.42M
HCM
895
Highview Capital Management
Illinois
$1.42M
BL
896
BFSG LLC
California
$1.41M
PWG
897
Portside Wealth Group
Utah
$1.41M
LC
898
LCNB Corp
Ohio
$1.41M
ILI
899
Invesco LLC (Illinois)
Illinois
$1.41M
Wolverine Trading
900
Wolverine Trading
Illinois
$1.4M