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Duke Energy

2,235 hedge funds and large institutions have $64.2B invested in Duke Energy in 2025 Q1 according to their latest regulatory filings, with 226 funds opening new positions, 915 increasing their positions, 770 reducing their positions, and 119 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,235
Holders Change
+59
Holders Change %
+2.71%
% of All Funds
30.35%
Holding in Top 10
30
Holding in Top 10 Change
+7
Holding in Top 10 Change %
+30.43%
% of All Funds
0.41%
New
226
Increased
915
Reduced
770
Closed
119
Calls
$980M
Puts
$445M
Net Calls
+$536M
Net Calls Change
+$455M
Name Holding Trade Value Shares
Change
Shares
Change %
ME
1951
McIlrath & Eck
Washington
$187K +$34.2K +280 +22%
SHF
1952
Safe Harbor Fiduciary
Florida
$185K
DMBA
1953
Deseret Mutual Benefit Administrators
Utah
$183K -$5.49K -45 -3%
SAM
1954
Shell Asset Management
Netherlands
$183K
MAM
1955
Morse Asset Management
Connecticut
$183K
MIA
1956
MeadowBrook Investment Advisors
Michigan
$182K
RF
1957
Rossby Financial
Florida
$180K -$44.3K -370 -20%
GJIA
1958
Glass Jacobson Investment Advisors
Maryland
$179K
VNA
1959
Valley National Advisers
Pennsylvania
$177K -$2.79K -23 -2%
FFO
1960
Fortitude Family Office
Arizona
$175K -$26.5K -217 -13%
DCBT
1961
Dakota Community Bank & Trust
North Dakota
$171K -$5K -41 -3%
VFM
1962
Vision Financial Markets
Connecticut
$170K
ADL
1963
Asset Dedication LLC
California
$170K +$1.59K +13 +0.9%
VC
1964
Vestor Capital
Illinois
$169K -$122 -1 -0.1%
CFFP
1965
Center for Financial Planning
Michigan
$167K -$4.64K -38 -3%
TCM
1966
TruNorth Capital Management
Michigan
$167K +$52.2K +428 +46%
IWM
1967
IMG Wealth Management
Florida
$166K
PWA
1968
Physician Wealth Advisors
Utah
$165K +$732 +6 +0.4%
RWA
1969
Redmont Wealth Advisors
Illinois
$164K +$164K +1,347 New
WPA
1970
Wealth Preservation Advisors
Tennessee
$163K +$163K +1,338 New
KB
1971
Kimelman & Baird
New York
$162K
PWAM
1972
Private Wealth Asset Management
Iowa
$161K +$161K +1,323 New
NECFA
1973
New England Capital Financial Advisors
Connecticut
$160K
HCM
1974
Hollencrest Capital Management
California
$152K
CWM
1975
Cranbrook Wealth Management
Michigan
$150K