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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
CBT
1576
Central Bank & Trust
Kentucky
$356K
BTW
1577
Boston Trust Walden
Massachusetts
$356K
SAM
1578
Sequent Asset Management
Texas
$356K
SWM
1579
SpringVest Wealth Management
Texas
$355K
ARC
1580
Advisor Resource Council
Texas
$354K
PA
1581
PSI Advisors
Florida
$354K
EIP
1582
Ellis Investment Partners
Pennsylvania
$353K
AWA
1583
AmeriServ Wealth Advisors
Pennsylvania
$352K
CWM
1584
Calamos Wealth Management
Illinois
$350K
IAMOG
1585
Investors Asset Management of Georgia
Georgia
$349K
MAWA
1586
Moss Adams Wealth Advisors
Washington
$349K
BAM
1587
Berkshire Asset Management
Pennsylvania
$349K
HF
1588
Holcombe Financial
Georgia
$348K
KC
1589
Knuff & Co
California
$348K
WA1
1590
Wimmer Associates 1
California
$346K
IPWA
1591
International Private Wealth Advisors
California
$346K
OL
1592
Optas LLC
Texas
$345K
Connor, Clark & Lunn Investment Management (CC&L)
1593
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$345K
RZH
1594
Relyea Zuckerberg Hanson
Connecticut
$344K
CFSG
1595
Community Financial Services Group
Vermont
$344K
WCP
1596
Wealthcare Capital Partners
Pennsylvania
$343K
MAV
1597
Mason & Associates (Virginia)
Virginia
$343K
AWM
1598
Accel Wealth Management
Iowa
$341K
I
1599
INVST
Indiana
$341K
OWM
1600
OneAscent Wealth Management
Alabama
$341K