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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
VWM
1326
Venturi Wealth Management
Texas
$549K
SWA
1327
Strategies Wealth Advisors
Michigan
$549K
AIC
1328
Argus Investors Counsel
New York
$548K
TGAM
1329
TBH Global Asset Management
Tennessee
$547K
W
1330
Wealthquest
Ohio
$547K
DLA
1331
Douglas Lane & Associates
New York
$547K
FLPIM
1332
F.L. Putnam Investment Management
Massachusetts
$546K
LWM
1333
Level Wealth Management
North Carolina
$546K
HFAS
1334
Hummer Financial Advisory Services
Illinois
$546K
AWM
1335
Aprio Wealth Management
Georgia
$545K
VV
1336
Verity & Verity
South Carolina
$544K
HW
1337
Hancock Whitney
Mississippi
$541K
JIC
1338
Joel Isaacson & Co
New York
$540K
AC
1339
AlphaCore Capital
California
$538K
QIM
1340
Quantitative Investment Management
Virginia
$538K
ALAM
1341
Asahi Life Asset Management
Japan
$534K
MCM
1342
McDonough Capital Management
Florida
$533K
HCM
1343
Hodges Capital Management
Texas
$533K
TIA
1344
Tiemann Investment Advisors
California
$527K
CIA
1345
Choate Investment Advisors
Massachusetts
$526K
LCM
1346
LVM Capital Management
Michigan
$524K
SS
1347
Sunbelt Securities
Texas
$523K
SGK
1348
Steigerwald Gordon & Koch
Virginia
$523K
NRC
1349
New Republic Capital
North Carolina
$523K
WA
1350
WBH Advisory
Maryland
$520K