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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 %
PAMG
1376
Patton Albertson Miller Group
Tennessee
$487K -$73.9K -606 -13%
AC
1377
Avestar Capital
New York
$486K -$72.1K -591 -13%
PPWP
1378
Premier Path Wealth Partners
New Jersey
$486K +$976 +8 +0.2%
WP
1379
Westmount Partners
California
$485K +$3.05K +25 +0.6%
GAMC
1380
Garner Asset Management Corp
Texas
$485K -$23.1K -189 -5%
CCM
1381
Chiron Capital Management
Florida
$484K -$83.7K -686 -15%
CAM
1382
Campion Asset Management
Virginia
$483K -$12.8K -105 -3%
PPC
1383
Park Place Capital
Alabama
$483K -$8.54K -70 -2%
RIG
1384
RiverFront Investment Group
Virginia
$482K -$15.4K -126 -3%
CGH
1385
CMG Global Holdings
Texas
$479K -$6.76K -56 -1%
AGC
1386
Aspen Grove Capital
Colorado
$479K +$15.1K +124 +3%
SC
1387
Searle & Co
Connecticut
$477K
NAS
1388
Nicolet Advisory Services
Wisconsin
$477K +$160K +1,367 +50%
IPW
1389
IronBridge Private Wealth
Texas
$476K
AA
1390
Alta Advisers
United Kingdom
$476K +$171K +1,400 +56%
BCG
1391
Breakwater Capital Group
New Jersey
$473K +$110K +900 +30%
WIS
1392
Wright Investors Service
Connecticut
$473K -$45.3K -371 -9%
SEIA
1393
Signature Estate & Investment Advisors
California
$473K +$87.1K +714 +23%
CB
1394
Centennial Bank
Arkansas
$472K -$43.9K -360 -9%
FEM
1395
Fulcrum Equity Management
Texas
$472K +$3.17K +26 +0.7%
CC
1396
Cadinha & Co
Hawaii
$471K -$36.6K -300 -7%
SMA
1397
Sage Mountain Advisors
Georgia
$469K +$469K +3,844 New
FBC
1398
Fairfield, Bush & Co
Connecticut
$468K +$48.8K +400 +12%
NCM
1399
NCM Capital Management
New Jersey
$467K -$24.1K -198 -5%
IA
1400
IFC Advisors
California
$467K -$16.3K -134 -3%