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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
OBWG
1601
Onyx Bridge Wealth Group
New York
$341K
RMAM
1602
Raab & Moskowitz Asset Management
New Jersey
$341K
HWA
1603
Heartwood Wealth Advisors
Virginia
$340K
GCM
1604
Generation Capital Management
New York
$340K
FWM
1605
Focused Wealth Management
New York
$338K
AAMC
1606
Asset Allocation & Management Company
Illinois
$338K
ICP
1607
Interchange Capital Partners
Pennsylvania
$338K
FHC
1608
First Heartland Consultants
Missouri
$338K
SIA
1609
SkyView Investment Advisors
New Jersey
$337K
HIS
1610
Horizon Investment Services
Indiana
$337K
NAMNJ
1611
NorthStar Asset Management (New Jersey)
New Jersey
$336K
PCMF
1612
Private Capital Management (Florida)
Florida
$334K
BWM
1613
Blossom Wealth Management
California
$334K
RSWM
1614
Robertson Stephens Wealth Management
California
$333K
FFG
1615
Fiduciary Financial Group
California
$333K
RFN
1616
RDA Financial Network
Iowa
$333K
CPSC
1617
Carl P. Sherr & Co
Massachusetts
$332K
WSA
1618
Warm Springs Advisors
California
$330K
FH
1619
FWG Holdings
Florida
$330K
FBT
1620
First Bankers Trust
Kentucky
$330K
CCC
1621
Chelsea Counsel Company
California
$329K
BA
1622
Bridgewater Advisors
New York
$329K
JWBC
1623
J.W. Burns & Co
New York
$328K
MSFP
1624
Mark Sheptoff Financial Planning
Connecticut
$327K
MHR
1625
Matthew Hamilton Rosenberg
$327K