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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 %
AIM
2001
Acropolis Investment Management
Missouri
$114K +$114K +932 New
CMP
2002
Coston McIsaac & Partners
Maine
$111K +$10.4K +86 +10%
TFIPS
2003
Towarzystwo Funduszy Inwestycyjnych PZU SA
$107K
CAL
2004
Capital Advisors Ltd
Ohio
$107K -$2.32K -19 -2%
AA
2005
Addison Advisors
Vermont
$106K -$27.8K -228 -21%
PMFA
2006
Plante Moran Financial Advisors
Michigan
$106K -$81.3K -667 -43%
HIW
2007
Holos Integrated Wealth
Pennsylvania
$104K
BOJHT
2008
Bank of Jackson Hole Trust
Wyoming
$101K
LI
2009
Louisbourg Investments
New Brunswick, Canada
$97.6K
GCM
2010
GKV Capital Management
California
$97.6K
WA
2011
WPG Advisers
Maryland
$97.3K -$19.1K -157 -16%
PPA
2012
Painted Porch Advisors
California
$96.2K -$29.3K -240 -23%
WPWM
2013
Western Pacific Wealth Management
Illinois
$95.5K
CMBA
2014
C.M. Bidwell & Associates
Hawaii
$94.6K +$4.88K +40 +5%
ZRP
2015
Zynergy Retirement Planning
New Jersey
$93.9K +$93.9K +872 New
FDW
2016
Fourth Dimension Wealth
Ohio
$93.7K +$12.2K +100 +15%
AEPWM
2017
Atlantic Edge Private Wealth Management
Florida
$93.6K +$6.1K +50 +7%
MFT
2018
Moisand Fitzgerald Tamayo
Florida
$93.1K
WIM
2019
Westside Investment Management
California
$92.7K
WAG
2020
Wiser Advisor Group
Arizona
$91.8K -$127K -1,043 -58%
PGAM
2021
Princeton Global Asset Management
New Jersey
$90.3K -$54.8K -449 -38%
CP
2022
Canopy Partners
Ohio
$90.1K +$9.64K +79 +12%
RA
2023
Rise Advisors
New York
$89.7K +$36.6K +300 +69%
CTWM
2024
Cherry Tree Wealth Management
Minnesota
$89.5K -$4.88K -40 -5%
LIA
2025
Luken Investment Analytics
Tennessee
$87.9K