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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
CFP
1901
Curran Financial Partners
South Carolina
$214K
PBF
1902
Petix & Botte Financial
California
$214K
KG
1903
Kieckhefer Group
Wisconsin
$213K
CIA
1904
Compass Ion Advisors
Pennsylvania
$213K
SL
1905
Sentry LLC
Tennessee
$213K
SWA
1906
Sax Wealth Advisors
New Jersey
$213K
MIM
1907
Moseley Investment Management
Florida
$213K
ZF
1908
Zhang Financial
Michigan
$212K
SWA
1909
Strata Wealth Advisors
Texas
$212K
HWM
1910
Horizon Wealth Management
Illinois
$211K
HFS
1911
Hughes Financial Services
Virginia
$211K
SIA
1912
Strategic Investment Advisors
Michigan
$211K
OSNBOA
1913
Old Second National Bank of Aurora
Illinois
$211K
SFM
1914
Signet Financial Management
New Jersey
$210K
FW
1915
FullCircle Wealth
Texas
$210K
CPA
1916
Capital Performance Advisors
California
$210K
KCFA
1917
Key Client Fiduciary Advisors
New Jersey
$209K
IWA
1918
Inspirion Wealth Advisors
Illinois
$209K
EWP
1919
Elevation Wealth Partners
California
$208K
PWA
1920
Phoenix Wealth Advisors
North Carolina
$208K
1IA
1921
1834 Investment Advisors
Wisconsin
$207K
CAGAS
1922
Capital Advisory Group Advisory Services
Minnesota
$207K
MMA
1923
Miracle Mile Advisors
California
$207K
BOC
1924
Blue Oak Capital
California
$206K
WMWM
1925
Wilkins Miller Wealth Management
Alabama
$206K