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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
SWM
1076
Sculati Wealth Management
Michigan
$923K
MFGM
1077
Marshall Financial Group (Maryland)
Maryland
$920K
BIM
1078
Baldwin Investment Management
Pennsylvania
$919K
BPC
1079
Bearing Point Capital
Minnesota
$915K
KMWM
1080
Keudell/Morrison Wealth Management
Oregon
$906K
NP
1081
NorthRock Partners
Minnesota
$899K
CA
1082
Continuum Advisory
Idaho
$898K
BC
1083
Bayforest Capital
United Kingdom
$896K
ACGA
1084
Atlanta Consulting Group Advisors
Georgia
$895K
CB
1085
Cadence Bank
Mississippi
$895K
NFC
1086
Northstar Financial Companies
Pennsylvania
$894K
PAI
1087
Pittenger & Anderson Inc
Nebraska
$884K
SW
1088
Simplicity Wealth
New Jersey
$883K
RAG
1089
RIA Advisory Group
Iowa
$882K
DFG
1090
Delta Financial Group
New Jersey
$881K
CFG
1091
Cooper Financial Group
California
$874K
SWM
1092
Spire Wealth Management
Virginia
$874K
SGI
1093
Summit Global Investments
Utah
$869K
BIA
1094
Bigelow Investment Advisors
Maine
$869K
MFA
1095
Mayflower Financial Advisors
Massachusetts
$866K
Fisher Asset Management
1096
Fisher Asset Management
Washington
$864K
AFG
1097
Albion Financial Group
Utah
$859K
GSWA
1098
Good Steward Wealth Advisors
Tennessee
$859K
PA
1099
Prossimo Advisors
California
$859K
MA
1100
McGrath & Associates
North Carolina
$858K