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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 %
GIA
1276
Gladstone Institutional Advisory
Florida
$599K -$130K -1,064 -18%
EFA
1277
Edge Financial Advisors
Illinois
$597K +$5.24K +43 +0.9%
CBT
1278
Crews Bank & Trust
Florida
$597K +$3.05K +25 +0.5%
CAM
1279
Costello Asset Management
Pennsylvania
$597K +$52.8K +433 +10%
SAA
1280
Southeast Asset Advisors
Georgia
$595K +$595K +4,875 New
AIM
1281
Aspen Investment Management
Michigan
$594K
HWA
1282
HHM Wealth Advisors
Tennessee
$594K
NA
1283
Novus Advisors
South Carolina
$594K -$13.8K -113 -2%
FSA
1284
Financial Security Advisor
Virginia
$594K +$732 +6 +0.1%
SC
1285
Syon Capital
California
$594K +$129K +1,057 +28%
CWS
1286
Cypress Wealth Services
California
$594K -$22.8K -187 -4%
OWA
1287
Octavia Wealth Advisors
Ohio
$593K -$4.15K -34 -0.7%
BFS
1288
Bard Financial Services
Connecticut
$592K
FWP
1289
Firethorn Wealth Partners
Georgia
$587K -$29.4K -241 -5%
HI
1290
Hendershot Investments
Virginia
$587K +$1.1K +9 +0.2%
WFM
1291
Wolff Financial Management
Michigan
$587K
PWMAG
1292
Pinnacle Wealth Management Advisory Group
New Jersey
$585K -$46.8K -384 -7%
NAG
1293
Northstar Advisory Group
New Jersey
$583K -$30.5K -250 -5%
AC
1294
Apella Capital
Connecticut
$583K -$5.47K -47 -0.9%
WAM
1295
Walker Asset Management
Missouri
$583K -$36.3K -298 -6%
TPI
1296
Trust Point Inc
Wisconsin
$582K -$299K -2,450 -34%
XF
1297
XML Financial
Maryland
$577K -$17K -139 -3%
ST
1298
Spinnaker Trust
Maine
$577K -$10.6K -87 -2%
HCM
1299
Howard Capital Management
Georgia
$576K -$64.9K -532 -10%
CC
1300
Callan Capital
California
$570K +$89.4K +733 +19%