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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
GPWM
1251
Grant Private Wealth Management
California
$629K
CWM
1252
Cordatus Wealth Management
Pennsylvania
$629K
FIM
1253
Fruth Investment Management
Texas
$628K
CA
1254
Crewe Advisors
Utah
$627K
WC
1255
Waterloo Capital
Texas
$627K
JWA
1256
JFS Wealth Advisors
Pennsylvania
$627K
TWP
1257
Tyche Wealth Partners
Texas
$626K
PCM
1258
Polymer Capital Management
New York
$625K
CWP
1259
Cyndeo Wealth Partners
Florida
$623K
CFP
1260
Catalyst Financial Partners
Massachusetts
$621K
WIM
1261
WealthPlan Investment Management
Nebraska
$620K
GL
1262
Graypoint LLC
New York
$618K
PFA
1263
Petra Financial Advisors
Colorado
$617K
BFA
1264
Bill Few Associates
Pennsylvania
$616K
HVP
1265
Hudson Value Partners
Florida
$615K
RC
1266
Roundview Capital
New Jersey
$612K
BAM
1267
Broyhill Asset Management
North Carolina
$610K
CCA
1268
Corps Capital Advisors
Texas
$610K
NW
1269
NewEdge Wealth
Pennsylvania
$609K
KAS
1270
KPP Advisory Services
Kentucky
$608K
DWM
1271
Destination Wealth Management
California
$608K
BHWM
1272
Bar Harbor Wealth Management
New Hampshire
$604K
HI
1273
Hudock Inc
Pennsylvania
$603K
GIA
1274
Gateway Investment Advisers
Ohio
$601K
WCM
1275
Washington Capital Management
Washington
$601K