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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
CH
1676
Cromwell Holdings
Wyoming
$301K
WAM
1677
Weatherly Asset Management
California
$301K
NSAM
1678
North Star Asset Management
Wisconsin
$300K
V
1679
VeraBank
Texas
$300K
TSWM
1680
Tyler-Stone Wealth Management
Ohio
$299K
SLG
1681
Stanley-Laman Group
Pennsylvania
$299K
VCM
1682
Versant Capital Management
Arizona
$299K
FA
1683
FDx Advisors
Illinois
$299K
WQ
1684
Wealth Quarterback
New Jersey
$299K
FFWA
1685
FRG Family Wealth Advisors
Washington
$299K
EFM
1686
E Fund Management
China
$299K
MFS
1687
Miller Financial Services
Michigan
$299K
FCA
1688
Fortis Capital Advisors
Kansas
$299K
CCFM
1689
Clear Creek Financial Management
Washington
$298K
TWP
1690
Triad Wealth Partners
Kansas
$297K
CAM
1691
Cozad Asset Management
Illinois
$295K
LFG
1692
Lockerman Financial Group
California
$295K
CPRC
1693
Consolidated Portfolio Review Corp
New York
$295K
YLHM
1694
Yelin Lapidot Holdings Management
Israel
$295K
HCA
1695
Horan Capital Advisors
Ohio
$294K
PWM
1696
Partners Wealth Management
California
$294K
KOC
1697
Koss-Olinger Consulting
Florida
$294K
KCM
1698
Kathmere Capital Management
Pennsylvania
$294K
DE
1699
Diversified Enterprises
Delaware
$294K
KBFS
1700
Kohmann Bosshard Financial Services
Ohio
$293K