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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
TC
1226
Trilogy Capital
California
$663K
TW
1227
Transform Wealth
Colorado
$662K
CAG
1228
Crestwood Advisors Group
Massachusetts
$659K
APIM
1229
Agate Pass Investment Management
Washington
$658K
FFBTD
1230
First Financial Bank - Trust Division
Ohio
$656K
RCM
1231
RB Capital Management
Nevada
$655K
TA
1232
TFG Advisers
Michigan
$654K
TF
1233
Tudor Financial
Ohio
$654K
PA
1234
Probity Advisors
Texas
$653K
WIC
1235
Wilkins Investment Counsel
Massachusetts
$651K
BWM
1236
BCGM Wealth Management
Indiana
$649K
Q1WB
1237
Quest 10 Wealth Builders
Virginia
$647K
SIMG
1238
Sonora Investment Management Group
Arizona
$642K
NL
1239
NWAM LLC
Washington
$642K
VCP
1240
Verus Capital Partners
Arizona
$640K
GWM
1241
GSB Wealth Management
Connecticut
$639K
AF
1242
Apexium Financial
Texas
$639K
SQA
1243
Simon Quick Advisors
New Jersey
$638K
CCA
1244
Cobblestone Capital Advisors
New York
$637K
PWM
1245
PBMares Wealth Management
Virginia
$637K
SLT
1246
St Louis Trust
Missouri
$635K
MCWS
1247
McKinley Carter Wealth Services
West Virginia
$635K
MA
1248
MBA Advisors
Pennsylvania
$634K
CFO
1249
CVA Family Office
Colorado
$632K
CF
1250
Centaurus Financial
California
$630K