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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
BGAI
2051
Bruce G. Allen Investments
Colorado
$68.5K
MMCM
2052
Murphy & Mullick Capital Management
New York
$67.7K
CA
2053
Centerpoint Advisors
Massachusetts
$67K
VEA
2054
Virtus ETF Advisers
New York
$65.3K
C
2055
Covestor
United Kingdom
$65K
BHWM
2056
Beaird Harris Wealth Management
Texas
$63.8K
M
2057
MOTCO
Texas
$63.5K
GIA
2058
GHP Investment Advisors
Colorado
$63.4K
AW
2059
Avion Wealth
Texas
$63K
HWM
2060
Hemington Wealth Management
Virginia
$63K
SCA
2061
Stuart Chaussee & Associates
California
$62.7K
TCPG
2062
Trivant Custom Portfolio Group
California
$61K
HSA
2063
Hussman Strategic Advisors
Maryland
$61K
LAM
2064
Lummis Asset Management
Texas
$61K
BTD
2065
BankPlus Trust Department
Mississippi
$60.3K
PPWM
2066
PFG Private Wealth Management
Florida
$59.3K
LWA
2067
Lowe Wealth Advisors
Maryland
$55.1K
POIA
2068
Pin Oak Investment Advisors
Texas
$54K
OWP
2069
ORG Wealth Partners
Texas
$53.8K
BDPWM
2070
Barnes Dennig Private Wealth Management
Ohio
$53.8K
FWM
2071
FSA Wealth Management
Massachusetts
$53.3K
DAM
2072
Delta Asset Management
Tennessee
$52.4K
HCM
2073
Horrell Capital Management
Arkansas
$52.3K
EFMH
2074
E Fund Management (HK)
Hong Kong
$52K
SO
2075
Sierra Ocean
California
$51.9K