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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
GA
1826
Goldstein Advisors
Wisconsin
$235K
EHWM
1827
Eads & Heald Wealth Management
Georgia
$235K
WAC
1828
William Allan Corp
Colorado
$233K
HIA
1829
Harbor Investment Advisory
Maryland
$233K
CAM
1830
Cypress Asset Management
Texas
$233K
KCAM
1831
Kagan Cocozza Asset Management
New Jersey
$233K
SIS
1832
Sound Income Strategies
Florida
$233K
TW
1833
TritonPoint Wealth
Maryland
$233K
MCM
1834
MV Capital Management
Maryland
$231K
PFG
1835
Prosperity Financial Group
California
$231K
GHAM
1836
Gilman Hill Asset Management
Connecticut
$231K
CMAI
1837
Capital Management Associates Inc
Minnesota
$231K
SCM
1838
Silvant Capital Management
Georgia
$230K
BFA
1839
Beaumont Financial Advisors
Massachusetts
$230K
LIA
1840
LifePlan Investment Advisors
North Carolina
$229K
AP
1841
Atwood & Palmer
Missouri
$229K
MA
1842
Mezzasalma Advisors
New Jersey
$229K
IWC
1843
Infinity Wealth Counsel
Ohio
$229K
PIA
1844
Pinion Investment Advisors
Kansas
$229K
CCM
1845
Crew Capital Management
Ohio
$228K
NFGCM
1846
Norman Fields Gottscho Capital Management
New York
$228K
FFG
1847
Frisch Financial Group
New York
$228K
BMC
1848
Benin Management Corp
Connecticut
$228K
EL
1849
EWA LLC
Pennsylvania
$228K
TF
1850
Trek Financial
Arizona
$227K