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
GWANC
1026
Guardian Wealth Advisors (North Carolina)
North Carolina
$1.02M
FCAS
1027
First Command Advisory Services
Texas
$1.01M
WHRC
1028
W.H. Reaves & Co
New Jersey
$1.01M
FPGT
1029
Financial Partners Group (Tennessee)
Tennessee
$1.01M
GHA
1030
GW Henssler & Associates
Georgia
$1.01M
RCAG
1031
Rehmann Capital Advisory Group
Michigan
$1.01M
FF
1032
Friedenthal Financial
New Jersey
$1M
FVWA
1033
Foster Victor Wealth Advisors
South Carolina
$1M
VAS
1034
Vestmark Advisory Solutions
Massachusetts
$1M
CFO
1035
Callan Family Office
Pennsylvania
$1M
JFGIW
1036
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$999K
HNWAG
1037
High Net Worth Advisory Group
Florida
$996K
BP
1038
BNP Paribas
France
$991K
Balyasny Asset Management
1039
Balyasny Asset Management
Illinois
$987K
SC
1040
Steph & Co
Wisconsin
$987K
SCM
1041
SCS Capital Management
Massachusetts
$986K
FNBTCON
1042
First National Bank & Trust Co of Newtown
Pennsylvania
$985K
OKSA
1043
O'Keefe Stevens Advisory
New York
$985K
SKK
1044
Shepherd Kaplan Krochuk
Massachusetts
$984K
MIF
1045
Mediolanum International Funds
Ireland
$984K
LA
1046
Legacy Advisors
Pennsylvania
$979K
AMBIA
1047
Allen Mooney & Barnes Investment Advisors
Georgia
$979K
AIP
1048
Ameritas Investment Partners
Nebraska
$974K
CCWM
1049
Cassaday & Co Wealth Management
Virginia
$974K
HFS
1050
Horizon Financial Services
North Carolina
$972K