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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
DI
1126
Diligent Investors
California
$800K
ACP
1127
Aviance Capital Partners
Florida
$800K
KCM
1128
Kanawha Capital Management
Virginia
$800K
WMA
1129
West Michigan Advisors
Michigan
$798K
SSB
1130
Sandy Spring Bank
Maryland
$798K
WBCM
1131
Wilson & Boucher Capital Management
California
$798K
SWM
1132
Stockman Wealth Management
Montana
$797K
RC
1133
Rithm Capital
New York
$793K
VVP
1134
Venture Visionary Partners
Ohio
$792K
NAS
1135
NWF Advisory Services
California
$792K
CS
1136
Crescent Sterling
Louisiana
$790K
OIA
1137
Optimum Investment Advisors
Illinois
$789K
WT
1138
Whittier Trust
California
$787K
FMP
1139
Financial Management Professionals
Texas
$784K
MGIA
1140
Moneta Group Investment Advisors
Missouri
$779K
SS
1141
SBI Securities
Japan
$777K
DP
1142
Dearborn Partners
Illinois
$776K
KFA
1143
Kapstone Financial Advisors
Ohio
$775K
MNBTD
1144
Moody National Bank Trust Division
Texas
$775K
PJSIMP
1145
P.J. Schmidt Investment Management (PJS)
Wisconsin
$773K
O
1146
Ossiam
France
$771K
VWA
1147
Visionary Wealth Advisors
Illinois
$770K
Edgewood Management
1148
Edgewood Management
Connecticut
$769K
MSS
1149
Mitchell Sinkler & Starr
Pennsylvania
$767K
FCP
1150
Fidelis Capital Partners
Florida
$767K