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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
C
1451
Certuity
Florida
$434K
BCG
1452
BayBridge Capital Group
California
$434K
SIC
1453
Sterling Investment Counsel
New York
$433K
TCBWMS
1454
Texas Capital Bank Wealth Management Services
Texas
$433K
CFG
1455
Clayton Financial Group
Missouri
$431K
AF
1456
Aldebaran Financial
$431K
HDA
1457
Harold Davidson & Associates
California
$431K
PP
1458
PDS Planning
Ohio
$430K
SAM
1459
Smith Asset Management
Florida
$429K
MFWP
1460
Mosaic Family Wealth Partners
Missouri
$427K
AWAP
1461
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$425K
FCH
1462
Freestone Capital Holdings
Washington
$425K
VFP
1463
Verus Financial Partners
Virginia
$424K
BFGL
1464
BIRCH FINANCIAL GROUP, LLC
New Hampshire
$424K
GBT
1465
Grove Bank & Trust
Florida
$423K
TPWA
1466
TRUE Private Wealth Advisors
Oregon
$423K
CW
1467
Code Waechter
Florida
$422K
GI
1468
Gradient Investments
Minnesota
$421K
SFP
1469
Sandbox Financial Partners
Maryland
$420K
FAM
1470
Flaharty Asset Management
Florida
$420K
API
1471
Asset Planning Inc
California
$419K
FCFC
1472
First Citizens Financial Corp
Iowa
$418K
RFA
1473
Resurgent Financial Advisors
Georgia
$418K
YP
1474
YANKCOM Partnership
South Dakota
$416K
RWM
1475
RKL Wealth Management
Pennsylvania
$415K