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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
SPA
1851
Sherbrooke Park Advisers
New York
$227K
PAS
1852
Point72 Asia (Singapore)
Singapore
$227K
BW
1853
Balance Wealth
Ohio
$227K
MCM
1854
Mainstay Capital Management
Michigan
$227K
Jacobs Levy Equity Management
1855
Jacobs Levy Equity Management
New Jersey
$226K
AHC
1856
Adell Harriman & Carpenter
Texas
$226K
PL
1857
Plancorp LLC
Missouri
$226K
OAM
1858
Ostrum Asset Management
France
$226K
PS
1859
Planned Solutions
California
$226K
1WA
1860
180 Wealth Advisors
Washington
$226K
HP
1861
Holistic Planning
Texas
$226K
BWL
1862
Beacon Wealthcare LLC
North Carolina
$225K
BRA
1863
Bender Robert & Associates
California
$225K
TWP
1864
Tower Wealth Partners
Pennsylvania
$225K
LSIA
1865
LaSalle St. Investment Advisors
Illinois
$225K
WCG
1866
Weaver Consulting Group
California
$225K
AW
1867
Alteri Wealth
California
$224K
TP
1868
Tranquility Partners
Tennessee
$224K
AA
1869
Aufman Associates
Pennsylvania
$223K
RFA
1870
Reyes Financial Architecture
California
$223K
GF
1871
Gries Financial
Ohio
$223K
OWP
1872
Obermeyer Wealth Partners
Colorado
$222K
AAS
1873
Annex Advisory Services
Wisconsin
$222K
LS
1874
Leelyn Smith
Illinois
$221K
JPMIA
1875
J.P. Marvel Investment Advisors
Massachusetts
$221K