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Duke Energy

2,239 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, 915 increasing their positions, 772 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,239
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
BBNA
1801
Bremer Bank National Association
Minnesota
$244K
GCM
1802
Graver Capital Management
Ohio
$244K
WCA
1803
Westover Capital Advisors
Delaware
$244K
LKIM
1804
Lawson Kroeker Investment Management
Nebraska
$243K
LCM
1805
Liberty Capital Management
Michigan
$243K
UWP
1806
Uniting Wealth Partners
Kansas
$242K
SWA
1807
SFMG Wealth Advisors
Texas
$242K
VHAM
1808
Van Hulzen Asset Management
California
$242K
COCM
1809
Charter Oak Capital Management
New Hampshire
$242K
GM
1810
GeoWealth Management
Illinois
$241K
WBC
1811
West Branch Capital
Massachusetts
$241K
SIS
1812
Strategic Investment Solutions
Illinois
$240K
PWM
1813
Provident Wealth Management
Tennessee
$239K
DWM
1814
Darwin Wealth Management
Florida
$239K
MF
1815
Meridian Financial
Massachusetts
$239K
PIM
1816
Plato Investment Management
Australia
$239K
RRCM
1817
Rappaport Reiches Capital Management
Illinois
$238K
TI
1818
tru Independence
Oregon
$238K
HBW
1819
Hazlett, Burt & Watson
West Virginia
$238K
SHFP
1820
Second Half Financial Partners
Florida
$237K
PMSA
1821
Patrick M. Sweeney & Associates
Illinois
$236K
AG
1822
AlTi Global
New York
$236K
LWM
1823
Liberty Wealth Management
California
$236K
GP
1824
Greenline Partners
New York
$235K
BMCM
1825
Bryn Mawr Capital Management
Pennsylvania
$235K