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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 %
CAG
1226
Crestwood Advisors Group
Massachusetts
$659K +$2.93K +24 +0.4%
APIM
1227
Agate Pass Investment Management
Washington
$658K -$16.6K -136 -2%
FFBTD
1228
First Financial Bank - Trust Division
Ohio
$656K -$29.3K -240 -4%
RCM
1229
RB Capital Management
Nevada
$655K -$9.76K -80 -1%
TA
1230
TFG Advisers
Michigan
$654K +$62.7K +514 +11%
TF
1231
Tudor Financial
Ohio
$654K -$3.42K -28 -0.5%
PA
1232
Probity Advisors
Texas
$653K +$17.2K +141 +3%
WIC
1233
Wilkins Investment Counsel
Massachusetts
$651K -$28.1K -230 -4%
BWM
1234
BCGM Wealth Management
Indiana
$649K -$39.4K -323 -6%
Q1WB
1235
Quest 10 Wealth Builders
Virginia
$647K -$17.9K -147 -3%
SIMG
1236
Sonora Investment Management Group
Arizona
$642K +$64.8K +531 +11%
NL
1237
NWAM LLC
Washington
$642K -$1.1K -9 -0.2%
VCP
1238
Verus Capital Partners
Arizona
$640K +$284K +2,332 +80%
GWM
1239
GSB Wealth Management
Connecticut
$639K -$11.5K -94 -2%
AF
1240
Apexium Financial
Texas
$639K -$12.8K -105 -2%
SQA
1241
Simon Quick Advisors
New Jersey
$638K +$194K +1,589 +44%
CCA
1242
Cobblestone Capital Advisors
New York
$637K -$122K -1,000 -16%
PWM
1243
PBMares Wealth Management
Virginia
$637K +$40.6K +333 +7%
SLT
1244
St Louis Trust
Missouri
$635K +$229K +1,874 +56%
MCWS
1245
McKinley Carter Wealth Services
West Virginia
$635K +$53.7K +440 +9%
MA
1246
MBA Advisors
Pennsylvania
$634K +$40.9K +335 +7%
CFO
1247
CVA Family Office
Colorado
$632K +$18.2K +149 +3%
CF
1248
Centaurus Financial
California
$630K -$29.4K -241 -4%
GPWM
1249
Grant Private Wealth Management
California
$629K +$330K +2,808 +110%
CWM
1250
Cordatus Wealth Management
Pennsylvania
$629K +$37.9K +311 +6%