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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
APWA
1501
Atlas Private Wealth Advisors
New Jersey
$398K
MAM
1502
MWA Asset Management
Massachusetts
$398K
CIM
1503
CIM Investment Management
Pennsylvania
$398K
HFP
1504
Holistic Financial Partners
Indiana
$397K
CL
1505
CVFG LLC
Indiana
$396K
LIA
1506
LBMC Investment Advisors
Tennessee
$395K
LC
1507
Lindbrook Capital
California
$395K
PHWM
1508
Pine Harbor Wealth Management
Maryland
$395K
TFO
1509
Timonier Family Office
North Carolina
$395K
BFAG
1510
Blackston Financial Advisory Group
Florida
$394K
CST
1511
Charles Schwab Trust
Nevada
$391K
BWA
1512
Bestgate Wealth Advisors
Maryland
$390K
AWM
1513
Avior Wealth Management
Nebraska
$390K
BC
1514
Burney Company
Virginia
$389K
NSIM
1515
North Star Investment Management
Illinois
$388K
DJSG
1516
D.J. St. Germain
Massachusetts
$388K
BBNB
1517
Baker Boyer National Bank
Washington
$388K
LOIP
1518
Live Oak Investment Partners
Texas
$388K
SAM
1519
Sawgrass Asset Management
Florida
$387K
BMC
1520
Beaton Management Company
Massachusetts
$387K
MCM
1521
Marathon Capital Management
Maryland
$387K
CIS
1522
Connors Investor Services
Pennsylvania
$387K
PIP
1523
Peachtree Investment Partners
Florida
$386K
4WM
1524
44 Wealth Management
Oregon
$386K
BHPW
1525
Beverly Hills Private Wealth
California
$386K