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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 %
AFA
1151
AA Financial Advisors
Ohio
$765K +$22.1K +181 +3%
CSC
1152
Caldwell Sutter Capital
California
$763K -$40.6K -333 -5%
FB
1153
Finward Bancorp
Indiana
$763K -$5.49K -45 -0.7%
CAM
1154
Carret Asset Management
New York
$761K
HBT
1155
Hills Bank & Trust
Iowa
$759K +$22.2K +182 +3%
BIM
1156
Bridges Investment Management
Nebraska
$758K +$4.27K +35 +0.6%
SWM
1157
SeaCrest Wealth Management
New York
$757K +$28.1K +230 +4%
CA
1158
CoreCap Advisors
Michigan
$756K -$111K -911 -13%
CAM
1159
Cidel Asset Management
Ontario, Canada
$756K -$34.9K -286 -4%
FFWM
1160
Future Financial Wealth Management
Ohio
$754K +$3.05K +25 +0.4%
UBG
1161
United Bank (Georgia)
Georgia
$752K +$37K +303 +5%
GFP
1162
Gryphon Financial Partners
Ohio
$751K +$72.8K +597 +11%
CAS
1163
Coppell Advisory Solutions
Texas
$748K +$9.86K +81 +1%
TFS
1164
Thoroughbred Financial Services
Tennessee
$747K +$4.63K +38 +0.6%
SLWA
1165
San Luis Wealth Advisors
California
$747K +$747K +6,124 New
MTC
1166
McDaniel Terry & Co
Texas
$746K
LFA
1167
Legacy Financial Advisors
Kentucky
$741K +$22.9K +188 +3%
PA
1168
Persium Advisors
Georgia
$741K +$19.4K +159 +3%
NB
1169
NBT Bank
New York
$736K -$26.8K -220 -4%
CT
1170
Chicago Trust
Illinois
$735K +$14.1K +116 +2%
PCS
1171
Personal CFO Solutions
New Jersey
$735K -$10.9K -89 -1%
WPC
1172
Waters Parkerson & Co
Louisiana
$734K
FWCM
1173
Ferguson Wellman Capital Management
Oregon
$734K +$248K +2,036 +51%
AIMA
1174
Ables Iannone Moore & Associates
Georgia
$734K -$36.5K -299 -5%
SACTSONJ
1175
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$732K