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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 %
CFS
2101
CGC Financial Services
Oregon
$37.6K
GFPC
2102
Global Financial Private Client
Florida
$37.4K +$1.22K +10 +3%
GTAM
2103
Global Trust Asset Management
Florida
$37.4K -$12.4K -102 -25%
NWM
2104
Nova Wealth Management
Florida
$37.1K +$2.68K +22 +8%
SCB
2105
Saudi Central Bank
Saudi Arabia
$37.1K +$37.1K +304 New
IWP
2106
IAG Wealth Partners
Wisconsin
$36.6K -$9.03K -74 -20%
ANBT
2107
American National Bank & Trust
Texas
$36.2K +$36.2K +297 New
CWM
2108
Compass Wealth Management
Connecticut
$35.4K
CFG
2109
CKW Financial Group
Hawaii
$35K
WCM
2110
WealthTrak Capital Management
Virginia
$34.9K +$1.22K +10 +4%
PWMG
2111
Private Wealth Management Group
New Jersey
$34.9K -$16.5K -135 -32%
CCM
2112
Chilton Capital Management
Texas
$34.6K -$5.73K -47 -14%
KIG
2113
Kessler Investment Group
Indiana
$34.4K -$7.63M -62,526 -100%
WAM
2114
WFA Asset Management
Wisconsin
$33.2K -$483 -5 -1%
OW
2115
Olistico Wealth
Oklahoma
$31.8K -$2.44K -20 -7%
FNWA
2116
Financial Network Wealth Advisors
Utah
$30.9K +$24.2K +198 +360%
VWM
2117
Vermillion Wealth Management
Minnesota
$30.5K
MFS
2118
Mattson Financial Services
Michigan
$29.8K
LWMI
2119
Legacy Wealth Management (Idaho)
Idaho
$29.3K
LWCFA
2120
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$29.1K
PWMG
2121
Prestige Wealth Management Group
New Jersey
$28.9K +$244 +2 +0.9%
FPF
2122
First Pacific Financial
Washington
$28.5K
S
2123
Sachetta
Massachusetts
$27.7K -$15.2K -125 -36%
SJIM
2124
St. Johns Investment Management
Florida
$27.6K
JFA
2125
JNBA Financial Advisors
Minnesota
$27.2K -$6.47K -53 -19%