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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
FFS
1876
Founders Financial Securities
Maryland
$221K
TCM
1877
Tradewinds Capital Management
Washington
$221K
BOM
1878
Bank of Marin
California
$221K
RWMG
1879
Redwood Wealth Management Group
New Jersey
$221K
CSPIA
1880
Cary Street Partners Investment Advisory
Virginia
$220K
NC
1881
NBW Capital
Massachusetts
$220K
AGWCA
1882
Annis Gardner Whiting Capital Advisors
Florida
$220K
JJBC
1883
James J. Burns & Company
New York
$219K
LA
1884
Lifeworks Advisors
Michigan
$219K
JWM
1885
Jessup Wealth Management
Ohio
$219K
TWA
1886
TCI Wealth Advisors
Arizona
$218K
CWG
1887
Crown Wealth Group
North Carolina
$218K
AA
1888
Acorns Advisers
California
$218K
SC
1889
Stephens Consulting
Michigan
$218K
CRIG
1890
Charter Research & Investment Group
Connecticut
$217K
MWM
1891
Mattern Wealth Management
Kansas
$217K
SIAG
1892
Safeguard Investment Advisory Group
California
$217K
CFSG
1893
Clark Financial Services Group
Missouri
$216K
FAT
1894
First American Trust
California
$215K
FAG
1895
Fortitude Advisory Group
Washington
$215K
CWM
1896
Chesapeake Wealth Management
Virginia
$215K
Acadian Asset Management
1897
Acadian Asset Management
Massachusetts
$215K
BWM
1898
BCS Wealth Management
Tennessee
$215K
IAA
1899
Ironsides Asset Advisors
North Carolina
$215K
SA
1900
Sovran Advisors
California
$214K