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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 %
CA
1176
Cornerstone Advisory
Maryland
$732K -$9.47K -77 -1%
DWT
1177
Dorsey & Whitney Trust
South Dakota
$731K +$33.4K +274 +5%
ATS
1178
Ashton Thomas Securities
New York
$731K +$731K +5,992 New
LF
1179
Lantz Financial
Illinois
$730K -$2.81K -23 -0.4%
EAM
1180
Everstar Asset Management
North Carolina
$729K +$351K +2,880 +93%
DWM
1181
Dogwood Wealth Management
Kansas
$729K +$729K +5,973 New
AWS
1182
Aspen Wealth Strategies
Colorado
$727K +$7.68K +63 +1%
CAM
1183
Centre Asset Management
New York
$721K +$22.8K +187 +3%
CF
1184
Claris Financial
Virginia
$720K
CPSAC
1185
Chas P. Smith & Associates (CPS)
Florida
$720K +$1.1K +9 +0.2%
BONH
1186
Bank of New Hampshire
New Hampshire
$719K +$5.49K +45 +0.8%
EB
1187
Eastern Bank
Massachusetts
$718K -$7.56K -62 -1%
BJL
1188
Brighton Jones LLC
Washington
$717K -$107K -876 -13%
IC
1189
Iconiq Capital
California
$716K -$21.2K -174 -3%
WTC
1190
WhitTier Trust Company
Nevada
$715K +$4.76K +39 +0.7%
GIA
1191
Guyasuta Investment Advisors
Pennsylvania
$715K
CSIC
1192
Clifford Swan Investment Counsel
California
$712K -$19.2K -157 -3%
IBOK
1193
Independence Bank of Kentucky
Kentucky
$711K +$8.66K +71 +1%
PFBT
1194
Parkside Financial Bank & Trust
Missouri
$711K -$26.3K -216 -4%
OC
1195
Oakworth Capital
Alabama
$707K -$280K -2,299 -28%
SIM
1196
Studio Investment Management
Illinois
$707K -$676K -5,540 -49%
AWM
1197
Aegis Wealth Management
Maryland
$704K -$3.66K -30 -0.5%
PCA
1198
Prosperity Capital Advisors
Ohio
$704K +$32.6K +269 +5%
GEA
1199
Glen Eagle Advisors
New Jersey
$700K -$5.86K -48 -0.8%
MMG
1200
Monetary Management Group
Missouri
$699K