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Duke Energy

2,235 hedge funds and large institutions have $62.5B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 153 funds opening new positions, 1,018 increasing their positions, 734 reducing their positions, and 114 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
Holders Change %
0%
% of All Funds
29.96%
Holding in Top 10
23
Holding in Top 10 Change
-7
Holding in Top 10 Change %
-23.33%
% of All Funds
0.31%
New
153
Increased
1,018
Reduced
734
Closed
114
Calls
$691M
Puts
$450M
Net Calls
+$241M
Net Calls Change
-$295M
Name Holding Trade Value Shares
Change
Shares
Change %
EWP
1951
Elevation Wealth Partners
California
$202K
1IA
1952
1834 Investment Advisors
Wisconsin
$201K
WMWM
1953
Wilkins Miller Wealth Management
Alabama
$200K +$826 +7 +0.4%
A
1954
Allianz
Germany
$197K
WA
1955
Whipplewood Advisors
Colorado
$196K +$14.6K +124 +8%
BC
1956
Barrett & Company
Rhode Island
$195K
HIMS
1957
Hager Investment Management Services
New Hampshire
$195K
IWM
1958
IMG Wealth Management
Florida
$191K +$29.7K +252 +18%
ME
1959
McIlrath & Eck
Washington
$177K -$3.89K -33 -2%
DMBA
1960
Deseret Mutual Benefit Administrators
Utah
$177K
MAM
1961
Morse Asset Management
Connecticut
$177K
MIA
1962
MeadowBrook Investment Advisors
Michigan
$176K
AA
1963
Addison Advisors
Vermont
$175K +$72.1K +611 +70%
VNA
1964
Valley National Advisers
Pennsylvania
$172K +$353 +3 +0.2%
PWA
1965
Physician Wealth Advisors
Utah
$168K +$8.38K +71 +5%
AF
1966
Alerus Financial
North Dakota
$166K +$166K +1,409 New
PWAM
1967
Private Wealth Asset Management
Iowa
$166K +$10K +85 +6%
VFM
1968
Vision Financial Markets
Connecticut
$165K
OCM
1969
Osterweis Capital Management
California
$165K +$163K +1,385 +13,850%
TCM
1970
Traub Capital Management
Massachusetts
$164K +$164K +1,394 New
WPA
1971
Wealth Preservation Advisors
Tennessee
$163K +$4.72K +40 +3%
CFFP
1972
Center for Financial Planning
Michigan
$162K
CCA
1973
Catalyst Capital Advisors
New York
$160K -$26K -220 -14%
FDW
1974
Fourth Dimension Wealth
Ohio
$158K +$67.7K +574 +75%
GAG
1975
Goodman Advisory Group
Massachusetts
$158K -$3.46M -29,324 -96%