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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
AG
1526
AmeriFlex Group
Nevada
$386K
BWM
1527
BKM Wealth Management
Wisconsin
$386K
FAN
1528
Financial Advisors Network
California
$386K
MGAM
1529
McGowan Group Asset Management
Texas
$385K
SAM
1530
Summit Asset Management
Tennessee
$385K
CT
1531
Clearstead Trust
Maine
$384K
FA
1532
Fagan Associates
New York
$384K
WPA
1533
West Paces Advisors
Georgia
$383K
XWM
1534
Xcel Wealth Management
Florida
$383K
EW
1535
Evoke Wealth
California
$382K
NPF
1536
Norris Perne & French
Michigan
$380K
CNBOF
1537
City National Bank of Florida
Florida
$379K
CS
1538
Cannell & Spears
New York
$379K
UF
1539
Univest Financial
Pennsylvania
$379K
BWM
1540
Baron Wealth Management
Michigan
$379K
WC
1541
Westhampton Capital
North Carolina
$378K
MIC
1542
Means Investment Company
Maine
$378K
CW
1543
Channel Wealth
California
$377K
WKWM
1544
Walter & Keenan Wealth Management
Indiana
$377K
MWP
1545
Meridian Wealth Partners
Pennsylvania
$377K
MA
1546
MCF Advisors
Kentucky
$376K
TBT
1547
Texas Bank & Trust
Texas
$376K
SIC
1548
Sigma Investment Counselors
Michigan
$375K
USB
1549
Union Savings Bank
Connecticut
$375K
LIA
1550
LSP Investment Advisors
New York
$373K