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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 %
SAM
1526
Summit Asset Management
Tennessee
$385K -$97.6K -800 -20%
CT
1527
Clearstead Trust
Maine
$384K -$22.8K -187 -6%
FA
1528
Fagan Associates
New York
$384K -$3.29K -27 -0.8%
WPA
1529
West Paces Advisors
Georgia
$383K -$59.2K -485 -13%
XWM
1530
Xcel Wealth Management
Florida
$383K
EW
1531
Evoke Wealth
California
$382K +$70.9K +581 +23%
NPF
1532
Norris Perne & French
Michigan
$380K -$9.76K -80 -3%
CNBOF
1533
City National Bank of Florida
Florida
$379K +$40.5K +332 +12%
CS
1534
Cannell & Spears
New York
$379K -$57.2K -469 -13%
UF
1535
Univest Financial
Pennsylvania
$379K -$31.6K -259 -8%
BWM
1536
Baron Wealth Management
Michigan
$379K +$29.5K +242 +8%
WC
1537
Westhampton Capital
North Carolina
$378K
MIC
1538
Means Investment Company
Maine
$378K -$47K -385 -11%
CW
1539
Channel Wealth
California
$377K +$2.68K +22 +0.7%
WKWM
1540
Walter & Keenan Wealth Management
Indiana
$377K +$21.3K +175 +6%
MWP
1541
Meridian Wealth Partners
Pennsylvania
$377K -$10.2K -84 -3%
MA
1542
MCF Advisors
Kentucky
$376K -$13.9K -114 -4%
TBT
1543
Texas Bank & Trust
Texas
$376K -$488 -4 -0.1%
SIC
1544
Sigma Investment Counselors
Michigan
$375K
USB
1545
Union Savings Bank
Connecticut
$375K
LIA
1546
LSP Investment Advisors
New York
$373K
AWP
1547
Atlas Wealth Partners
Pennsylvania
$373K +$58K +475 +18%
GWA
1548
GGM Wealth Advisors
Maryland
$373K +$2.41K +20 +0.7%
SN
1549
Sittner & Nelson
Oregon
$372K
EB
1550
Exchange Bank
California
$371K