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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
S
1726
Sunpointe
Missouri
$279K
HWMG
1727
Hurlow Wealth Management Group
Indiana
$279K
BST
1728
Bath Savings Trust
Maine
$279K
WI
1729
WrapManager Inc
California
$278K
TSMHT
1730
Thurston Springer Miller Herd & Titak
Indiana
$278K
TA
1731
TrueWealth Advisors
Alabama
$278K
SL
1732
Sentinus LLC
Illinois
$278K
MAM
1733
McLean Asset Management
Virginia
$278K
1WM
1734
1900 Wealth Management
Texas
$278K
VFPW
1735
Vantage Financial Partners (Wisconsin)
Wisconsin
$277K
AIM
1736
Alhambra Investment Management
Florida
$277K
LRPA
1737
L. Roy Papp & Associates
Arizona
$276K
SWM
1738
Salvus Wealth Management
New Jersey
$276K
FMTCOCP
1739
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$276K
TH
1740
TCTC Holdings
Texas
$275K
SMH
1741
Sanders Morris Harris
Texas
$274K
GG
1742
Gleason Group
Kentucky
$273K
MPCG
1743
Matrix Private Capital Group
New York
$273K
PIA
1744
Perennial Investment Advisors
California
$272K
SXL
1745
Summit X LLC
Missouri
$272K
MKC
1746
M. Kraus & Co
Vermont
$272K
IPW
1747
Intergy Private Wealth
Colorado
$271K
BWG
1748
Berry Wealth Group
Texas
$271K
AIA
1749
Alternative Investment Advisors
Florida
$271K
CSB
1750
City State Bank
Iowa
$270K