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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
SCM
976
Sollinda Capital Management
Florida
$1.15M
JAG
977
Journey Advisory Group
Kentucky
$1.15M
APG
978
Abacus Planning Group
South Carolina
$1.14M
GC
979
Grimes & Company
Massachusetts
$1.14M
DA
980
Doliver Advisors
Texas
$1.14M
BSTWA
981
Blake Schutter Theil Wealth Advisors
Ohio
$1.14M
PWM
982
Pines Wealth Management
North Carolina
$1.14M
PFSC
983
Peoples Financial Services Corp
Pennsylvania
$1.14M
IIM
984
InTrack Investment Management
Vermont
$1.13M
GVAG
985
Great Valley Advisor Group
Delaware
$1.13M
BAM
986
Blueshift Asset Management
New Jersey
$1.13M
KFS
987
Keynote Financial Services
Connecticut
$1.13M
FMB
988
Field & Main Bank
Kentucky
$1.12M
SLI
989
Sumitomo Life Insurance
Japan
$1.12M
BFA
990
Beacon Financial Advisory
Ohio
$1.12M
SWM
991
Segment Wealth Management
Texas
$1.11M
MW
992
MBL Wealth
North Carolina
$1.11M
FNA
993
First National Advisers
Nebraska
$1.11M
RGF
994
Retirement Guys Formula
Ohio
$1.1M
SCI
995
Stableford Capital II
Arizona
$1.09M
PA
996
Procyon Advisors
Connecticut
$1.09M
SIG
997
Sargent Investment Group
Maryland
$1.08M
ACM
998
Allred Capital Management
Texas
$1.08M
FAIM
999
Financial Advocates Investment Management
Washington
$1.07M
NC
1000
NovaPoint Capital
Georgia
$1.07M