DUK icon

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 %
AIA
1401
Arbor Investment Advisors
North Carolina
$466K -$31.1K -255 -6%
AL
1402
Aspiriant LLC
California
$466K +$9.03K +74 +2%
BAAM
1403
Baker Avenue Asset Management
California
$465K -$63.9K -524 -12%
MAM
1404
Marotta Asset Management
Virginia
$464K +$5.19K +45 +1%
AWAU
1405
Alliance Wealth Advisors (Utah)
Utah
$464K -$30K -246 -6%
WDA
1406
Wendell David Associates
New Hampshire
$464K -$175K -1,438 -27%
OCG
1407
Opus Capital Group
Ohio
$464K -$14.6K -120 -3%
SAI
1408
Savvy Advisors Inc
New York
$463K +$49K +402 +12%
OFG
1409
OmniStar Financial Group
North Carolina
$463K -$75.3K -617 -14%
BCMLT
1410
Beacon Capital Management LLC (Tennessee)
Tennessee
$463K +$9.27K +76 +2%
MAG
1411
Mayfair Advisory Group
Alabama
$461K
CCA
1412
Clearwater Capital Advisors
Illinois
$460K -$135K -1,109 -23%
KWMG
1413
King Wealth Management Group
Florida
$460K +$31K +254 +7%
AWM
1414
Absher Wealth Management
North Carolina
$460K +$7.07K +58 +2%
BTWM
1415
Brass Tax Wealth Management
Ohio
$459K +$39.6K +325 +9%
BW
1416
BIP Wealth
Georgia
$459K +$3.9K +32 +0.9%
MWP
1417
Meriwether Wealth & Planning
Louisiana
$458K +$14.4K +118 +3%
AIP
1418
Almanack Investment Partners
Pennsylvania
$458K -$15.6K -128 -3%
MIC
1419
Meridian Investment Counsel
California
$457K
WEG
1420
World Equity Group
Illinois
$456K +$69.5K +582 +18%
GPW
1421
Genesis Private Wealth
Virginia
$456K -$2.68K -22 -0.6%
AFAS
1422
Acorn Financial Advisory Services
Virginia
$456K +$59.8K +490 +15%
AA
1423
ALPS Advisors
Colorado
$456K +$130K +1,068 +40%
BOPW
1424
Brandywine Oak Private Wealth
Pennsylvania
$455K -$7.2K -59 -2%
PD
1425
Point72 (DIFC)
United Arab Emirates
$455K -$3.06M -25,102 -87%