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Duke Energy

2,291 hedge funds and large institutions have $65.8B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 180 funds opening new positions, 1,023 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
23
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$745M
Puts
$435M
Net Calls
Net Calls Change

Top Sellers

1 -$112M
2 -$84.1M
3 -$83.5M
4
Cohen & Steers
Cohen & Steers
New York
-$80.7M
5
UBS AM
UBS AM
Illinois
-$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
BA
376
BCM Advisors
Louisiana
$7.08M
FMII
377
Farmers & Merchants Investments Inc
Nebraska
$7.07M
Brown Advisory
378
Brown Advisory
Maryland
$7.02M
MSU
379
Mizuho Securities USA
New York
$6.94M
CCM
380
Coldstream Capital Management
Washington
$6.92M
SPG
381
Strategic Planning Group
Utah
$6.9M
ATC
382
Argent Trust Co
Tennessee
$6.85M
TPCW
383
TD Private Client Wealth
New York
$6.85M
PSP
384
Principal Street Partners
Tennessee
$6.84M
RDWM
385
Red Door Wealth Management
Tennessee
$6.83M
SC
386
SummitTX Capital
Texas
$6.82M
CIBC Private Wealth Group
387
CIBC Private Wealth Group
Georgia
$6.81M
Allianz Asset Management
388
Allianz Asset Management
Germany
$6.78M
SSWM
389
Smith Salley Wealth Management
North Carolina
$6.76M
SWP
390
Stratos Wealth Partners
Ohio
$6.75M
DIA
391
Dean Investment Associates
Ohio
$6.71M
Lido Advisors
392
Lido Advisors
California
$6.67M
KWM
393
Kingsview Wealth Management
Oregon
$6.63M
Kovitz Investment Group Partners
394
Kovitz Investment Group Partners
Illinois
$6.61M
CCP
395
Clough Capital Partners
Massachusetts
$6.6M
PMG
396
ProVise Management Group
Florida
$6.53M
ASN
397
Advisory Services Network
Georgia
$6.52M
MCC
398
Money Concepts Capital
Florida
$6.51M
UCFA
399
United Capital Financial Advisors
Texas
$6.5M
RWP
400
RWA Wealth Partners
Massachusetts
$6.49M