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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
CTB
1951
Country Trust Bank
Illinois
$198K
FUBT
1952
First United Bank & Trust
Maryland
$197K
AT
1953
Arlington Trust
Alabama
$195K
CCA
1954
Catalyst Capital Advisors
New York
$193K
ME
1955
McIlrath & Eck
Washington
$187K
SHF
1956
Safe Harbor Fiduciary
Florida
$185K
DMBA
1957
Deseret Mutual Benefit Administrators
Utah
$183K
SAM
1958
Shell Asset Management
Netherlands
$183K
MAM
1959
Morse Asset Management
Connecticut
$183K
MIA
1960
MeadowBrook Investment Advisors
Michigan
$182K
RF
1961
Rossby Financial
Florida
$180K
GJIA
1962
Glass Jacobson Investment Advisors
Maryland
$179K
VNA
1963
Valley National Advisers
Pennsylvania
$177K
FFO
1964
Fortitude Family Office
Arizona
$175K
DCBT
1965
Dakota Community Bank & Trust
North Dakota
$171K
VFM
1966
Vision Financial Markets
Connecticut
$170K
ADL
1967
Asset Dedication LLC
California
$170K
VC
1968
Vestor Capital
Illinois
$169K
CFFP
1969
Center for Financial Planning
Michigan
$167K
TCM
1970
TruNorth Capital Management
Michigan
$167K
IWM
1971
IMG Wealth Management
Florida
$166K
PWA
1972
Physician Wealth Advisors
Utah
$165K
RWA
1973
Redmont Wealth Advisors
Illinois
$164K
WPA
1974
Wealth Preservation Advisors
Tennessee
$163K
KB
1975
Kimelman & Baird
New York
$162K