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Duke Energy

2,235 hedge funds and large institutions have $64.2B invested in Duke Energy in 2025 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 915 increasing their positions, 770 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
+59
Holders Change %
+2.71%
% of All Funds
30.35%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.41%
New
226
Increased
915
Reduced
770
Closed
119
Calls
$980M
Puts
$445M
Net Calls
+$536M
Net Calls Change
+$455M
Name Holding Trade Value Shares
Change
Shares
Change %
KIA
1051
KCM Investment Advisors
California
$966K +$66K +541 +7%
HPC
1052
HM Payson & Co
Maine
$966K +$129K +1,059 +15%
BHIA
1053
Birch Hill Investment Advisors
Massachusetts
$962K
AWA
1054
Arete Wealth Advisors
Illinois
$962K -$76.8K -630 -7%
WHC
1055
Wulff, Hansen & Co
California
$956K +$20.1K +165 +2%
BRWM
1056
Blue Rock Wealth Management
North Carolina
$954K +$334K +2,737 +54%
MFG
1057
MidWestOne Financial Group
Iowa
$951K +$35K +287 +4%
CAI
1058
Capital Advisors Inc
Oklahoma
$951K -$34K -279 -3%
PCM
1059
Penserra Capital Management
California
$950K +$704K +5,776 +286%
HA
1060
Huntleigh Advisors
Missouri
$950K -$1.46K -12 -0.2%
CI
1061
Cigna Investments
Connecticut
$944K -$13.2K -108 -1%
CBOR
1062
Community Bank of Raymore
Missouri
$938K
BOH
1063
Bank of Hawaii
Hawaii
$937K -$33.9K -278 -3%
OFS
1064
OneAscent Financial Services
Alabama
$936K +$364 +3 +0%
CFS
1065
Cannon Financial Strategists
Georgia
$935K -$6.1K -50 -0.6%
CIC
1066
Carnegie Investment Counsel
Ohio
$934K +$219K +1,859 +31%
HIMC
1067
Heritage Investors Management Corp
Maryland
$934K -$185K -1,516 -17%
CD
1068
Chapin Davis
Maryland
$933K -$2.93K -24 -0.3%
ESB
1069
Essex Savings Bank
Connecticut
$930K -$19.4K -159 -2%
LCM
1070
Landscape Capital Management
New Jersey
$927K +$927K +7,602 New
AFP
1071
Ausdal Financial Partners
Iowa
$927K +$203K +1,664 +28%
FG
1072
Fiduciary Group
Georgia
$926K +$6.1K +50 +0.7%
CIA
1073
Cape Investment Advisory
Georgia
$923K +$19K +156 +2%
SWM
1074
Sculati Wealth Management
Michigan
$923K +$365K +2,990 +65%
MFGM
1075
Marshall Financial Group (Maryland)
Maryland
$920K -$54.8K -449 -6%