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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
ITIM
1651
Indiana Trust & Investment Management
Indiana
$312K
DOA
1652
D'Orazio & Associates
Virginia
$312K
AMM
1653
American Money Management
California
$312K
EC
1654
EntryPoint Capital
New York
$312K
HPIA
1655
Hamilton Point Investment Advisors
North Carolina
$311K
RWM
1656
Riverbend Wealth Management
South Carolina
$311K
LCM
1657
Lazari Capital Management
California
$310K
VA
1658
VestGen Advisors
Illinois
$309K
BWCS
1659
Beirne Wealth Consulting Services
Connecticut
$309K
CAWM
1660
Capital Advisors Wealth Management
Washington
$307K
MCA
1661
Magnolia Capital Advisors
Mississippi
$307K
LCM
1662
LCM Capital Management
Illinois
$307K
SPWG
1663
Syntegra Private Wealth Group
Missouri
$306K
WTA
1664
Washington Trust Advisors
Massachusetts
$306K
SW
1665
Schulz Wealth
Texas
$306K
ES
1666
Eagle Strategies
New York
$305K
FG
1667
Foster Group
Iowa
$305K
SJL
1668
Shayne & Jacobs LLC
Tennessee
$305K
MWM
1669
Maltin Wealth Management
New Jersey
$305K
JAA
1670
Joel Adams & Associates
North Carolina
$304K
LA
1671
LexAurum Advisors
Kansas
$303K
GD
1672
Grandfield & Dodd
New York
$303K
RWI
1673
Red Wave Investments
Pennsylvania
$302K
UAS
1674
United Asset Strategies
New York
$302K
LAS
1675
Lloyd Advisory Services
Georgia
$302K