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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
WCM
951
Winthrop Capital Management
Indiana
$1.22M
SFI
952
SPC Financial Inc
Maryland
$1.22M
RF
953
Roxbury Financial
New Jersey
$1.21M
BP
954
Ballentine Partners
Massachusetts
$1.2M
CWM
955
Challenger Wealth Management
California
$1.2M
VCM
956
Violich Capital Management
California
$1.2M
PWP
957
Phillips Wealth Planners
Mississippi
$1.2M
KCPG
958
Kavar Capital Partners Group
Kansas
$1.18M
VAM
959
Verity Asset Management
North Carolina
$1.18M
CIAS
960
CFS Investment Advisory Services
New Jersey
$1.18M
FC
961
FCA Corp
Texas
$1.17M
MW
962
Marcum Wealth
Ohio
$1.17M
GSEP
963
Golden State Equity Partners
California
$1.17M
FPL
964
Fortress Private Ledger
North Carolina
$1.17M
Grantham, Mayo, Van Otterloo & Co (GMO)
965
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$1.16M
UBV
966
United Bank (Virginia)
Virginia
$1.16M
PA
967
Parallel Advisors
California
$1.16M
LF
968
LifePlan Financial
Minnesota
$1.16M
CG
969
Corundum Group
Colorado
$1.16M
KWA
970
Kellett Wealth Advisors
Ohio
$1.16M
MF
971
Magnetar Financial
Illinois
$1.16M
VA
972
Valmark Advisers
Ohio
$1.15M
CCA
973
Checchi Capital Advisers
California
$1.15M
OF
974
Outfitter Financial
Maine
$1.15M
BWP
975
Balboa Wealth Partners
Arizona
$1.15M