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
VSQM
1101
V-Square Quantitative Management
Illinois
$855K
CCIA
1102
Campbell & Co Investment Adviser
Maryland
$853K
LMKC
1103
L.M. Kohn & Company
Ohio
$853K
HTIM
1104
Harbour Trust & Investment Management
Indiana
$852K
JGUA
1105
John G. Ullman & Associates
New York
$851K
MAM
1106
Martingale Asset Management
Massachusetts
$849K
AIC
1107
Archer Investment Corporation
Indiana
$841K
WFG
1108
Wills Financial Group
Virginia
$834K
PCMN
1109
Paradigm Capital Management (Nevada)
Nevada
$833K
CSI
1110
Cross Staff Investments
New York
$827K
Axa
1111
Axa
France
$826K
VH
1112
Visionary Horizons
Tennessee
$824K
AF
1113
Advisornet Financial
Minnesota
$824K
AWA
1114
Adapt Wealth Advisors
Georgia
$822K
PAG
1115
Powers Advisory Group
Illinois
$822K
STA
1116
Smith Thornton Advisors
Alabama
$821K
MCM
1117
Manchester Capital Management
Vermont
$820K
WMA
1118
Wealth Management Associates
New Jersey
$819K
3IP
1119
3Chopt Investment Partners
Virginia
$816K
HCM
1120
Hengehold Capital Management
Ohio
$816K
LWAM
1121
Legacy Wealth Asset Management
Minnesota
$815K
WFI
1122
West Family Investments
California
$809K
WT
1123
Washington Trust
Rhode Island
$808K
SWA
1124
Stratos Wealth Advisors
Ohio
$804K
CI
1125
CX Institutional
Indiana
$803K