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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
AWM
2201
Ameliora Wealth Management
Switzerland
$6.1K
IHWM
2202
Iron Horse Wealth Management
Iowa
$5.98K
SHIM
2203
Stone House Investment Management
Pennsylvania
$5.49K
BWM
2204
Bernard Wealth Management
Michigan
$4.51K
CWM
2205
Consultiva Wealth Management
Puerto Rico
$4.15K
SIM
2206
Synergy Investment Management
Florida
$4.15K
PWA
2207
Principia Wealth Advisory
Texas
$4.07K
UIC
2208
Uniplan Investment Counsel
Wisconsin
$3.96K
EAM
2209
Eukles Asset Management
Ohio
$3.42K
CB
2210
Community Bank
New York
$3.29K
WW
2211
Winnow Wealth
Texas
$2.95K
IMC
2212
Investment Management Corporation
Virginia
$2.93K
GC
2213
Garde Capital
Washington
$2.81K
CAM
2214
Creekmur Asset Management
Illinois
$2.68K
GWM
2215
Guardian Wealth Management
Illinois
$2.58K
SPF
2216
South Plains Financial
Texas
$2.32K
TFA
2217
Transamerica Financial Advisors
Florida
$2K
SIC
2218
SJS Investment Consulting
Ohio
$1.95K
NC
2219
North Capital
Utah
$1.95K
MHIP
2220
Mountain Hill Investment Partners
New Jersey
$1.84K
RJA
2221
Ross\Johnson & Associates
Minnesota
$1.83K
TCA
2222
Trifecta Capital Advisors
Illinois
$1.59K
BHWM
2223
Bay Harbor Wealth Management
Maryland
$1.58K
ACM
2224
Anfield Capital Management
California
$1.46K
SFCL
2225
Strengthening Families & Communities LLC
Massachusetts
$1.22K