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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
CAWM
2076
Capital A Wealth Management
Pennsylvania
$49.2K
HFS
2077
Hopwood Financial Services
Virginia
$48.8K
ATC
2078
Advantage Trust Company
Kansas
$48.7K
1IA
2079
1620 Investment Advisors
Massachusetts
$48.6K
PA
2080
Pineridge Advisors
Missouri
$46.5K
BFPW
2081
BOK Financial Private Wealth
Colorado
$45.9K
T
2082
Tidemark
California
$45.7K
APW
2083
Acima Private Wealth
Virginia
$44.9K
MCA
2084
Midwest Capital Advisors
Michigan
$44.8K
TIM
2085
Tortoise Investment Management
New York
$44.2K
PP
2086
Pacifica Partners
Canada
$44.1K
TFGT
2087
TS Financial Group (TSFG)
Illinois
$44K
TFM
2088
TFC Financial Management
Massachusetts
$43K
FCT
2089
First Community Trust
Iowa
$42.4K
TFA
2090
Toth Financial Advisory
Virginia
$42.2K
LD
2091
Lipe & Dalton
New York
$42K
MSG
2092
Main Street Group
Virginia
$40.6K
RPA
2093
Redwood Park Advisors
California
$40.6K
OCM
2094
Orion Capital Management
California
$40.6K
BIA
2095
Bell Investment Advisors
California
$40.5K
CWM
2096
Centricity Wealth Management
Ohio
$40.5K
HI
2097
Hoey Investments
Pennsylvania
$40.3K
MC
2098
Montag & Caldwell
Georgia
$40.3K
CH
2099
Canton Hathaway
Rhode Island
$40K
FIM
2100
FWL Investment Management
Texas
$39.5K