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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
AWS
1751
Arkfeld Wealth Strategies
Nebraska
$270K
ST
1752
Smithfield Trust
Pennsylvania
$270K
LPT
1753
Legacy Private Trust
Wisconsin
$268K
CPA
1754
Capital Planning Advisors
California
$268K
OF
1755
Optimize Financial
California
$266K
RBC
1756
Roble Belko & Company
Pennsylvania
$266K
SIM
1757
Sentry Investment Management
Wisconsin
$265K
OPPS
1758
Obsidian Personal Planning Solutions
Maryland
$263K
CA
1759
Capital Advantage
California
$263K
CCM
1760
Canal Capital Management
Virginia
$261K
EA
1761
Everpar Advisors
Oklahoma
$260K
CG
1762
Curat Global
New Hampshire
$260K
AWM
1763
Angeles Wealth Management
California
$259K
NWMG
1764
Nicholson Wealth Management Group
South Carolina
$259K
PCM
1765
Prelude Capital Management
New York
$259K
EIM
1766
Essex Investment Management
Massachusetts
$259K
AA
1767
Auxano Advisors
Washington
$258K
LCWP
1768
Legacy Capital Wealth Partners
Arkansas
$258K
RWA
1769
Redhawk Wealth Advisors
Minnesota
$258K
PTCG
1770
Pring Turner Capital Group
California
$257K
PIM
1771
Penobscot Investment Management
Massachusetts
$257K
RFA
1772
RTD Financial Advisors
Pennsylvania
$256K
LAM
1773
Longboard Asset Management
Arizona
$256K
WAM
1774
WealthTrust Asset Management
Florida
$256K
HT
1775
Heritage Trust
Oklahoma
$256K