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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
NCM
1401
NCM Capital Management
New Jersey
$467K
IA
1402
IFC Advisors
California
$467K
AIA
1403
Arbor Investment Advisors
North Carolina
$466K
AL
1404
Aspiriant LLC
California
$466K
BAAM
1405
Baker Avenue Asset Management
California
$465K
MAM
1406
Marotta Asset Management
Virginia
$464K
AWAU
1407
Alliance Wealth Advisors (Utah)
Utah
$464K
WDA
1408
Wendell David Associates
New Hampshire
$464K
OCG
1409
Opus Capital Group
Ohio
$464K
SAI
1410
Savvy Advisors Inc
New York
$463K
OFG
1411
OmniStar Financial Group
North Carolina
$463K
BCMLT
1412
Beacon Capital Management LLC (Tennessee)
Tennessee
$463K
MAG
1413
Mayfair Advisory Group
Alabama
$461K
CCA
1414
Clearwater Capital Advisors
Illinois
$460K
KWMG
1415
King Wealth Management Group
Florida
$460K
AWM
1416
Absher Wealth Management
North Carolina
$460K
BTWM
1417
Brass Tax Wealth Management
Ohio
$459K
BW
1418
BIP Wealth
Georgia
$459K
MWP
1419
Meriwether Wealth & Planning
Louisiana
$458K
AIP
1420
Almanack Investment Partners
Pennsylvania
$458K
MIC
1421
Meridian Investment Counsel
California
$457K
WEG
1422
World Equity Group
Illinois
$456K
GPW
1423
Genesis Private Wealth
Virginia
$456K
AFAS
1424
Acorn Financial Advisory Services
Virginia
$456K
AA
1425
ALPS Advisors
Colorado
$456K