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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
TTWM
1001
TCV Trust & Wealth Management
Virginia
$1.07M
AAP
1002
Arax Advisory Partners
Colorado
$1.07M
USCWA
1003
U.S. Capital Wealth Advisors
Texas
$1.06M
SAG
1004
SageView Advisory Group
California
$1.06M
GWA
1005
Gratus Wealth Advisors
Virginia
$1.06M
NRS
1006
Neville Rodie & Shaw
New York
$1.06M
APP
1007
Avantax Planning Partners
Iowa
$1.06M
CWM
1008
Crowley Wealth Management
Delaware
$1.06M
BWS
1009
Buck Wealth Strategies
Colorado
$1.05M
CFCI
1010
Comprehensive Financial Consultants Institutional
Indiana
$1.05M
CTA
1011
Chesley Taft & Associates
Illinois
$1.05M
WWM
1012
Western Wealth Management
Colorado
$1.05M
KA
1013
KLCM Advisors
Wisconsin
$1.04M
HCP
1014
Hexagon Capital Partners
Arkansas
$1.04M
EWM
1015
EPG Wealth Management
Georgia
$1.03M
EFG
1016
Everhart Financial Group
Ohio
$1.03M
KA
1017
Kovack Advisors
Florida
$1.03M
TWM
1018
Thrive Wealth Management
Pennsylvania
$1.03M
ACS
1019
Archford Capital Strategies
Illinois
$1.03M
PFGIA
1020
Patriot Financial Group Insurance Agency
Massachusetts
$1.02M
FRA
1021
Frank Rimerman Advisors
California
$1.02M
IB
1022
Intrust Bank
Kansas
$1.02M
AA
1023
Ancora Advisors
Ohio
$1.02M
CCAM
1024
Cascades Capital Asset Management
North Carolina
$1.02M
SC
1025
Sawyer & Company
Massachusetts
$1.02M