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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 %
AFG
1351
Allegheny Financial Group
Pennsylvania
$514K -$3.9K -32 -0.8%
T
1352
Transce3nd
Texas
$514K +$18.3K +150 +4%
TWM
1353
Trueblood Wealth Management
Ohio
$514K -$7.93K -65 -2%
SCM
1354
Saxony Capital Management
Missouri
$510K -$1.59K -13 -0.3%
IA
1355
Integrity Alliance
Iowa
$510K +$510K +4,178 New
IPAM
1356
Investment Partners Asset Management
New Jersey
$510K
ATC
1357
Adirondack Trust Company
New York
$509K -$42.9K -352 -8%
SEP
1358
Southland Equity Partners
Missouri
$508K +$18.4K +151 +4%
CGL
1359
Clarius Group LLC
Washington
$508K -$610 -5 -0.1%
RMCM
1360
Reynders McVeigh Capital Management
Massachusetts
$507K +$2.08K +17 +0.4%
KIA
1361
Knollwood Investment Advisory
Maryland
$505K
MA
1362
MJP Associates
Connecticut
$505K +$90.4K +741 +22%
FBB
1363
Fulton Breakefield Broenniman
Maryland
$504K -$148K -1,216 -23%
ZIM
1364
Zacks Investment Management
Illinois
$501K +$10.2K +84 +2%
AWA
1365
Aaron Wealth Advisors
Illinois
$501K +$37.3K +306 +8%
PA
1366
PFG Advisors
Arizona
$500K +$25.7K +211 +5%
VP
1367
Verum Partners
North Carolina
$497K +$12.2K +100 +3%
JSW
1368
Journey Strategic Wealth
New Jersey
$496K -$2.81K -23 -0.6%
GSWM
1369
Golden State Wealth Management
California
$496K +$2.81K +23 +0.6%
MSFS
1370
Main Street Financial Solutions
Pennsylvania
$496K -$222K -1,821 -31%
BFC
1371
Bedel Financial Consulting
Indiana
$494K
CI
1372
Conning Inc
Connecticut
$491K
TC
1373
Truvestments Capital
Florida
$490K +$161K +1,318 +49%
PCA
1374
Pallas Capital Advisors
Massachusetts
$489K +$67.9K +557 +16%
OCM
1375
One Capital Management
California
$488K -$732 -6 -0.1%