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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 %
PA
2076
Pineridge Advisors
Missouri
$46.5K +$366 +3 +0.8%
BFPW
2077
BOK Financial Private Wealth
Colorado
$45.9K +$45.9K +376 New
T
2078
Tidemark
California
$45.7K -$13.2K -108 -22%
APW
2079
Acima Private Wealth
Virginia
$44.9K
MCA
2080
Midwest Capital Advisors
Michigan
$44.8K
TIM
2081
Tortoise Investment Management
New York
$44.2K
PP
2082
Pacifica Partners
Canada
$44.1K
TFGT
2083
TS Financial Group (TSFG)
Illinois
$44K +$34.4K +279 +358%
TFM
2084
TFC Financial Management
Massachusetts
$43K
FCT
2085
First Community Trust
Iowa
$42.4K
TFA
2086
Toth Financial Advisory
Virginia
$42.2K +$10.1K +83 +32%
LD
2087
Lipe & Dalton
New York
$42K
MSG
2088
Main Street Group
Virginia
$40.6K -$2.55K -21 -6%
RPA
2089
Redwood Park Advisors
California
$40.6K
OCM
2090
Orion Capital Management
California
$40.6K
BIA
2091
Bell Investment Advisors
California
$40.5K +$7.81K +64 +24%
CWM
2092
Centricity Wealth Management
Ohio
$40.5K
HI
2093
Hoey Investments
Pennsylvania
$40.3K
MC
2094
Montag & Caldwell
Georgia
$40.3K
CH
2095
Canton Hathaway
Rhode Island
$40K -$16.9K -140 -30%
FIM
2096
FWL Investment Management
Texas
$39.5K
FWA
2097
FSC Wealth Advisors
New York
$39.5K +$366 +3 +0.9%
WAS
2098
Winch Advisory Services
Wisconsin
$38.8K +$244 +2 +0.6%
AWM
2099
Abound Wealth Management
Tennessee
$38.8K -$41K -336 -51%
GWSA
2100
Global Wealth Strategies & Associates
Colorado
$38.7K