DUK icon

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
WFA
2176
West Financial Advisors
Iowa
$13.2K
CFP
2177
Comprehensive Financial Planning
Pennsylvania
$12.7K
GPI
2178
General Partner Inc
Pennsylvania
$12.3K
GK
2179
Graney & King
New York
$12.2K
LC
2180
Lavaca Capital
Texas
$12.2K
MWA
2181
Miller Wealth Advisors
Colorado
$12.2K
BGC
2182
Beutel, Goodman & Co
Ontario, Canada
$12K
W
2183
WealthCollab
Washington
$11.2K
DCM
2184
Davis Capital Management
Florida
$11.1K
TWD
2185
True Wealth Design
Ohio
$10.5K
AWM
2186
Accredited Wealth Management
Kentucky
$10.2K
OAJ
2187
Ogorek Anthony Joseph
New York
$10K
RS
2188
Rakuten Securities
Japan
$9.64K
UWM
2189
USAdvisors Wealth Management
Minnesota
$9K
HHGA
2190
Halbert Hargrove Global Advisors
California
$8.17K
DPW
2191
DiNuzzo Private Wealth
Pennsylvania
$8.05K
EA
2192
Evolution Advisers
Virginia
$8K
MCI
2193
MRP Capital Investments
Georgia
$7.68K
CWA
2194
Carolina Wealth Advisors
South Carolina
$7.68K
AP
2195
Aspect Partners
Virginia
$7.68K
PWM
2196
Parkworth Wealth Management
California
$7.45K
MSWA
2197
Marshall & Sterling Wealth Advisors
New York
$7.44K
GFL
2198
Granite FO LLC
New Hampshire
$6.1K
MDA
2199
Minot DeBlois Advisors
Massachusetts
$6.1K
CIAS
2200
CBIZ Investment Advisory Services
Ohio
$6.1K