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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 %
C
2051
Covestor
United Kingdom
$65K +$11.9K +98 +22%
BHWM
2052
Beaird Harris Wealth Management
Texas
$63.8K
M
2053
MOTCO
Texas
$63.5K +$2.56K +21 +4%
GIA
2054
GHP Investment Advisors
Colorado
$63.4K -$6.59K -54 -9%
AW
2055
Avion Wealth
Texas
$63K
HWM
2056
Hemington Wealth Management
Virginia
$63K +$9.55K +79 +18%
SCA
2057
Stuart Chaussee & Associates
California
$62.7K
TCPG
2058
Trivant Custom Portfolio Group
California
$61K
LAM
2059
Lummis Asset Management
Texas
$61K
HSA
2060
Hussman Strategic Advisors
Maryland
$61K
BTD
2061
BankPlus Trust Department
Mississippi
$60.3K
PPWM
2062
PFG Private Wealth Management
Florida
$59.3K +$2.44K +20 +4%
LWA
2063
Lowe Wealth Advisors
Maryland
$55.1K +$2.07K +17 +4%
POIA
2064
Pin Oak Investment Advisors
Texas
$54K
OWP
2065
ORG Wealth Partners
Texas
$53.8K +$53.8K +443 New
BDPWM
2066
Barnes Dennig Private Wealth Management
Ohio
$53.8K +$53.8K +441 New
FWM
2067
FSA Wealth Management
Massachusetts
$53.3K
DAM
2068
Delta Asset Management
Tennessee
$52.4K -$6.1K -50 -10%
HCM
2069
Horrell Capital Management
Arkansas
$52.3K
EFMH
2070
E Fund Management (HK)
Hong Kong
$52K +$52K +424 New
SO
2071
Sierra Ocean
California
$51.9K +$16.5K +135 +47%
CAWM
2072
Capital A Wealth Management
Pennsylvania
$49.2K -$27.1K -222 -36%
HFS
2073
Hopwood Financial Services
Virginia
$48.8K -$12.2K -100 -20%
ATC
2074
Advantage Trust Company
Kansas
$48.7K -$81.1K -665 -63%
1IA
2075
1620 Investment Advisors
Massachusetts
$48.6K