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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 %
LC
2176
Lavaca Capital
Texas
$12.2K
MWA
2177
Miller Wealth Advisors
Colorado
$12.2K
BGC
2178
Beutel, Goodman & Co
Ontario, Canada
$12K +$12K +100 New
W
2179
WealthCollab
Washington
$11.2K +$7.69K +63 +217%
DCM
2180
Davis Capital Management
Florida
$11.1K
TWD
2181
True Wealth Design
Ohio
$10.5K +$7.08K +58 +207%
AWM
2182
Accredited Wealth Management
Kentucky
$10.2K +$10.2K +84 New
OAJ
2183
Ogorek Anthony Joseph
New York
$10K +$10K +89 New
RS
2184
Rakuten Securities
Japan
$9.64K -$25.5K -209 -73%
UWM
2185
USAdvisors Wealth Management
Minnesota
$9K
HHGA
2186
Halbert Hargrove Global Advisors
California
$8.17K +$8.17K +67 New
DPW
2187
DiNuzzo Private Wealth
Pennsylvania
$8.05K -$1.83K -15 -19%
EA
2188
Evolution Advisers
Virginia
$8K +$3.04K +27 +61%
MCI
2189
MRP Capital Investments
Georgia
$7.69K
CWA
2190
Carolina Wealth Advisors
South Carolina
$7.68K
AP
2191
Aspect Partners
Virginia
$7.68K
PWM
2192
Parkworth Wealth Management
California
$7.45K -$24.4K -200 -77%
MSWA
2193
Marshall & Sterling Wealth Advisors
New York
$7.44K +$7.44K +61 New
GFL
2194
Granite FO LLC
New Hampshire
$6.1K
MDA
2195
Minot DeBlois Advisors
Massachusetts
$6.1K
CIAS
2196
CBIZ Investment Advisory Services
Ohio
$6.1K +$6.1K +50 New
AWM
2197
Ameliora Wealth Management
Switzerland
$6.1K
IHWM
2198
Iron Horse Wealth Management
Iowa
$5.98K +$5.98K +49 New
SHIM
2199
Stone House Investment Management
Pennsylvania
$5.49K +$5.49K +45 New
BWM
2200
Bernard Wealth Management
Michigan
$4.51K +$4.51K +37 New