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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
RGC
1276
Roberts, Glore & Co
Illinois
$601K
SSA
1277
Sierra Summit Advisors
Nevada
$600K
GIA
1278
Gladstone Institutional Advisory
Florida
$599K
EFA
1279
Edge Financial Advisors
Illinois
$597K
CBT
1280
Crews Bank & Trust
Florida
$597K
CAM
1281
Costello Asset Management
Pennsylvania
$597K
SAA
1282
Southeast Asset Advisors
Georgia
$595K
AIM
1283
Aspen Investment Management
Michigan
$594K
HWA
1284
HHM Wealth Advisors
Tennessee
$594K
NA
1285
Novus Advisors
South Carolina
$594K
FSA
1286
Financial Security Advisor
Virginia
$594K
SC
1287
Syon Capital
California
$594K
CWS
1288
Cypress Wealth Services
California
$594K
OWA
1289
Octavia Wealth Advisors
Ohio
$593K
BFS
1290
Bard Financial Services
Connecticut
$592K
FWP
1291
Firethorn Wealth Partners
Georgia
$587K
HI
1292
Hendershot Investments
Virginia
$587K
WFM
1293
Wolff Financial Management
Michigan
$587K
PWMAG
1294
Pinnacle Wealth Management Advisory Group
New Jersey
$585K
NAG
1295
Northstar Advisory Group
New Jersey
$583K
AC
1296
Apella Capital
Connecticut
$583K
WAM
1297
Walker Asset Management
Missouri
$583K
TPI
1298
Trust Point Inc
Wisconsin
$582K
XF
1299
XML Financial
Maryland
$577K
ST
1300
Spinnaker Trust
Maine
$577K