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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
CP
2026
Canopy Partners
Ohio
$90.1K
RA
2027
Rise Advisors
New York
$89.7K
CTWM
2028
Cherry Tree Wealth Management
Minnesota
$89.5K
LIA
2029
Luken Investment Analytics
Tennessee
$87.9K
LFA
2030
LGT Financial Advisors
Texas
$87.9K
GKIM
2031
GW&K Investment Management
Massachusetts
$84K
EDRH
2032
Edmond de Rothschild Holding
Switzerland
$81.4K
PCTC
2033
Perkins Coie Trust Company
Washington
$79.8K
FC
2034
Fairscale Capital
New Hampshire
$78.1K
JGIA
2035
Jackson Grant Investment Advisers
Connecticut
$77.6K
LI
2036
LRI Investments
Florida
$77.5K
OP
2037
ORG Partners
Indiana
$77.1K
WSCM
2038
Wellington Shields Capital Management
New York
$76.8K
PP
2039
PFS Partners
New Jersey
$76.6K
IRAG
2040
Investment Research & Advisory Group
Georgia
$76.5K
PSFG
2041
Park Square Financial Group
Georgia
$74.5K
SFG
2042
Stonebridge Financial Group
Pennsylvania
$73.1K
FDCP
2043
Foster Dykema Cabot & Partners
Massachusetts
$72.9K
1M
2044
1248 Management
Missouri
$71.6K
BWAM
2045
Boyd Watterson Asset Management
Ohio
$71.5K
BAM
2046
Bellevue Asset Management
Washington
$70.5K
GWP
2047
Gen-Wealth Partners
Michigan
$69.8K
FGA
2048
Fortis Group Advisors
New Jersey
$69.5K
GA
2049
GoalVest Advisory
New York
$69.2K
FWA
2050
Flagship Wealth Advisors
Massachusetts
$68.7K