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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 %
SAM
1976
S.A. Mason
Michigan
$148K
RWM
1977
Ruedi Wealth Management
Illinois
$147K
SWIM
1978
Smallwood Wealth Investment Management
New Jersey
$147K +$147K +1,204 New
AF
1979
Atala Financial
California
$147K
NRG
1980
Nemes Rush Group
Michigan
$141K -$3.66K -30 -3%
HCMG
1981
Howard Capital Management Group
California
$140K
RMP
1982
Richards, Merrill & Peterson
Washington
$139K +$12K +98 +9%
QL
1983
Quarry LP
New York
$137K +$137K +1,121 New
IWA
1984
Icon Wealth Advisors
Texas
$136K -$26.5K -217 -16%
CCM
1985
Cutler Capital Management
Massachusetts
$135K +$6.71K +55 +5%
NMG
1986
New Millennium Group
Utah
$134K +$366 +3 +0.3%
CT
1987
Coastline Trust
Rhode Island
$134K
AWM
1988
AllSquare Wealth Management
New York
$132K
WB
1989
Webster Bank
Connecticut
$129K
PIS
1990
POM Investment Strategies
North Carolina
$126K +$111K +907 +698%
PSB
1991
Piscataqua Savings Bank
New Hampshire
$126K
BAM
1992
Byrne Asset Management
New Jersey
$124K
CWM
1993
Copia Wealth Management
Oregon
$124K +$114K +933 +1,111%
IRC
1994
Investors Research Corp
Georgia
$122K -$122 -1 -0.1%
GWSG
1995
GPS Wealth Strategies Group
Colorado
$119K
MTIC
1996
Missouri Trust & Investment Company
Missouri
$118K -$12.2K -100 -9%
KA
1997
Kozak & Associates
Colorado
$118K +$1.09K +9 +0.9%
CM
1998
Capula Management
Cayman Islands
$116K +$116K +954 New
BSB
1999
Bangor Savings Bank
Maine
$115K -$22.6K -185 -16%
KFI
2000
Key Financial Inc
Pennsylvania
$115K -$30.5K -250 -21%