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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
KA
2001
Kozak & Associates
Colorado
$118K
CM
2002
Capula Management
Cayman Islands
$116K
BSB
2003
Bangor Savings Bank
Maine
$115K
KFI
2004
Key Financial Inc
Pennsylvania
$115K
AIM
2005
Acropolis Investment Management
Missouri
$114K
CMP
2006
Coston McIsaac & Partners
Maine
$111K
TFIPS
2007
Towarzystwo Funduszy Inwestycyjnych PZU SA
$107K
CAL
2008
Capital Advisors Ltd
Ohio
$107K
AA
2009
Addison Advisors
Vermont
$106K
PMFA
2010
Plante Moran Financial Advisors
Michigan
$106K
HIW
2011
Holos Integrated Wealth
Pennsylvania
$104K
BOJHT
2012
Bank of Jackson Hole Trust
Wyoming
$101K
LI
2013
Louisbourg Investments
New Brunswick, Canada
$97.6K
GCM
2014
GKV Capital Management
California
$97.6K
WA
2015
WPG Advisers
Maryland
$97.3K
PPA
2016
Painted Porch Advisors
California
$96.2K
WPWM
2017
Western Pacific Wealth Management
Illinois
$95.5K
CMBA
2018
C.M. Bidwell & Associates
Hawaii
$94.6K
ZRP
2019
Zynergy Retirement Planning
New Jersey
$93.9K
FDW
2020
Fourth Dimension Wealth
Ohio
$93.7K
AEPWM
2021
Atlantic Edge Private Wealth Management
Florida
$93.6K
MFT
2022
Moisand Fitzgerald Tamayo
Florida
$93.1K
WIM
2023
Westside Investment Management
California
$92.7K
WAG
2024
Wiser Advisor Group
Arizona
$91.8K
PGAM
2025
Princeton Global Asset Management
New Jersey
$90.3K