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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
HCM
1301
Howard Capital Management
Georgia
$576K
CC
1302
Callan Capital
California
$570K
RCM
1303
Radnor Capital Management
Pennsylvania
$570K
AAIM
1304
Asset Advisors Investment Management
Georgia
$570K
TIA
1305
Traphagen Investment Advisors
New Jersey
$569K
Members Trust
1306
Members Trust
Florida
$568K
AWE
1307
Avidian Wealth Enterprises
Texas
$568K
AP
1308
Americana Partners
Texas
$567K
BFIM
1309
Beese Fulmer Investment Management
Ohio
$567K
PWAM
1310
Pinnacle West Asset Management
Wyoming
$566K
LFG
1311
Larson Financial Group
Missouri
$566K
RMDI
1312
R.M. Davis Inc
Maine
$562K
CS
1313
Capital Square
Tennessee
$562K
PCM
1314
Princeton Capital Management
New Jersey
$561K
PSFG
1315
Prairie Sky Financial Group
Illinois
$561K
GIP
1316
Greatmark Investment Partners
Georgia
$560K
NPFS
1317
Novak & Powell Financial Services
Florida
$558K
DBRC
1318
D.B. Root & Company
Pennsylvania
$557K
CBB
1319
Citizens Business Bank
California
$557K
ABC
1320
Associated Banc-Corp
Wisconsin
$556K
DAM
1321
Doheny Asset Management
California
$555K
DWM
1322
Diversify Wealth Management
Utah
$555K
CA
1323
Calton & Associates
Florida
$554K
ORC
1324
O'Rourke & Company
Massachusetts
$552K
SL
1325
Salomon & Ludwin
Virginia
$552K