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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 %
ARC
1576
Advisor Resource Council
Texas
$354K +$354K +2,906 New
PA
1577
PSI Advisors
Florida
$354K -$258K -2,112 -42%
EIP
1578
Ellis Investment Partners
Pennsylvania
$353K +$50.6K +415 +17%
AWA
1579
AmeriServ Wealth Advisors
Pennsylvania
$352K -$24.8K -203 -7%
CWM
1580
Calamos Wealth Management
Illinois
$350K +$5.12K +42 +1%
IAMOG
1581
Investors Asset Management of Georgia
Georgia
$349K -$10.1K -83 -3%
MAWA
1582
Moss Adams Wealth Advisors
Washington
$349K +$93.2K +764 +36%
BAM
1583
Berkshire Asset Management
Pennsylvania
$349K -$963 -8 -0.3%
HF
1584
Holcombe Financial
Georgia
$348K
KC
1585
Knuff & Co
California
$348K +$169K +1,388 +95%
WA1
1586
Wimmer Associates 1
California
$346K
IPWA
1587
International Private Wealth Advisors
California
$346K +$11.5K +94 +3%
OL
1588
Optas LLC
Texas
$345K +$27K +221 +8%
Connor, Clark & Lunn Investment Management (CC&L)
1589
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$345K -$32.5M -266,526 -99%
RZH
1590
Relyea Zuckerberg Hanson
Connecticut
$344K +$1.71K +14 +0.5%
CFSG
1591
Community Financial Services Group
Vermont
$344K -$207K -1,700 -38%
WCP
1592
Wealthcare Capital Partners
Pennsylvania
$343K +$7.81K +64 +2%
MAV
1593
Mason & Associates (Virginia)
Virginia
$343K +$366 +3 +0.1%
AWM
1594
Accel Wealth Management
Iowa
$341K -$32.1K -263 -9%
I
1595
INVST
Indiana
$341K -$31.5K -258 -8%
OWM
1596
OneAscent Wealth Management
Alabama
$341K -$20.8K -171 -6%
OBWG
1597
Onyx Bridge Wealth Group
New York
$341K +$7.81K +64 +2%
RMAM
1598
Raab & Moskowitz Asset Management
New Jersey
$341K
HWA
1599
Heartwood Wealth Advisors
Virginia
$340K
GCM
1600
Generation Capital Management
New York
$340K