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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 %
PWM
2151
Proathlete Wealth Management
Florida
$20.5K +$20.5K +168 New
SRCM
2152
Signature Resources Capital Management
California
$20.2K
DFA
2153
DHJJ Financial Advisors
Illinois
$20.1K
MWM
2154
Mascoma Wealth Management
New Hampshire
$19.8K
STB
2155
S&T Bank
Pennsylvania
$19.3K +$3.05K +25 +19%
HFM
2156
Harvest Fund Management
China
$19K +$11.5K +93 +155%
CFS
2157
Compass Financial Services
Iowa
$18.3K +$18.3K +150 New
RWPA
2158
Richard W. Paul & Associates
Michigan
$18.1K
RAM
2159
Ramirez Asset Management
New York
$17.6K
CPG
2160
Cornerstone Planning Group
New Jersey
$17.5K +$3.28K +27 +23%
FFA
2161
Frazier Financial Advisors
Ohio
$16.7K
CAC
2162
Core Alternative Capital
Georgia
$16.6K -$13.9K -114 -46%
SC
2163
Swan Capital
Florida
$16.3K
FGAM
2164
Financial Gravity Asset Management
Texas
$16.3K +$16.3K +134 New
ETS
2165
ESL Trust Services
New York
$16K
WTFG
2166
Wood Tarver Financial Group
Idaho
$14.9K
HNW
2167
High Note Wealth
Minnesota
$14.8K
PC
2168
Promus Capital
Illinois
$14.3K
AAG
2169
Accordant Advisory Group
Maryland
$13.7K
HWP
2170
Highline Wealth Partners
California
$13.5K +$10.7K +88 +383%
RTL
2171
Red Tortoise LLC
Georgia
$13.3K
WFA
2172
West Financial Advisors
Iowa
$13.2K
CFP
2173
Comprehensive Financial Planning
Pennsylvania
$12.7K
GPI
2174
General Partner Inc
Pennsylvania
$12.3K
GK
2175
Graney & King
New York
$12.2K