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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
AWM
1351
Accurate Wealth Management
Florida
$518K
PWMG
1352
Pinnacle Wealth Management Group
Michigan
$518K
AFG
1353
Allegheny Financial Group
Pennsylvania
$514K
T
1354
Transce3nd
Texas
$514K
TWM
1355
Trueblood Wealth Management
Ohio
$514K
SCM
1356
Saxony Capital Management
Missouri
$510K
IA
1357
Integrity Alliance
Iowa
$510K
IPAM
1358
Investment Partners Asset Management
New Jersey
$510K
ATC
1359
Adirondack Trust Company
New York
$509K
SEP
1360
Southland Equity Partners
Missouri
$508K
CGL
1361
Clarius Group LLC
Washington
$508K
RMCM
1362
Reynders McVeigh Capital Management
Massachusetts
$507K
KIA
1363
Knollwood Investment Advisory
Maryland
$505K
MA
1364
MJP Associates
Connecticut
$505K
FBB
1365
Fulton Breakefield Broenniman
Maryland
$504K
ZIM
1366
Zacks Investment Management
Illinois
$501K
AWA
1367
Aaron Wealth Advisors
Illinois
$501K
PA
1368
PFG Advisors
Arizona
$500K
VP
1369
Verum Partners
North Carolina
$497K
JSW
1370
Journey Strategic Wealth
New Jersey
$496K
GSWM
1371
Golden State Wealth Management
California
$496K
MSFS
1372
Main Street Financial Solutions
Pennsylvania
$496K
BFC
1373
Bedel Financial Consulting
Indiana
$494K
CI
1374
Conning Inc
Connecticut
$491K
TC
1375
Truvestments Capital
Florida
$490K