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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 %
NEWAS
2126
N.E.W. Advisory Services
Wisconsin
$27.2K +$27.2K +223 New
BCPWM
2127
Bradley & Co Private Wealth Management
Florida
$27.1K
WF
2128
Wayfinding Financial
Washington
$27K +$27K +227 New
AWM
2129
Atticus Wealth Management
Florida
$27K -$61K -500 -69%
AWM
2130
Activest Wealth Management
Florida
$25.9K +$12.8K +105 +98%
WA
2131
WestEnd Advisors
North Carolina
$25.8K -$489K -4,015 -95%
PCM
2132
Perritt Capital Management
Illinois
$25.5K -$4.03K -33 -14%
TTIC
2133
Tower Trust & Investment Company
Iowa
$25.3K +$25.3K +207 New
KSWA
2134
Kathleen S. Wright Associates
Pennsylvania
$25.1K
SWA
2135
SOA Wealth Advisors
New York
$25K -$5.99K -49 -19%
PCC
2136
Park Circle Company
Maryland
$24.4K
IA
2137
IFS Advisors
Kansas
$24.4K
MEG
2138
Millstone Evans Group
Colorado
$23.7K
FFL
2139
Financial Freedom LLC
Ohio
$23.4K
DIP
2140
DT Investment Partners
Pennsylvania
$23.2K
PFG
2141
Putney Financial Group
California
$22.9K
MAS
2142
MPWM Advisory Solutions
Georgia
$22.8K
1NWS
2143
1 North Wealth Services
Maryland
$22.3K +$22.3K +183 New
FCG
2144
Financial Connections Group
California
$22K
DF
2145
Dunhill Financial
United Kingdom
$22K -$1.83K -15 -8%
ACA
2146
American Capital Advisory
Idaho
$22K +$1.71K +14 +8%
SA
2147
SRH Advisors
Kansas
$21.3K
ACM
2148
Accent Capital Management
Ohio
$21.3K +$21.3K +175 New
BFP
2149
Briaud Financial Planning
Texas
$21K
ECM
2150
Eisler Capital Management
United Kingdom
$20.6K -$655K -5,372 -97%