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Duke Energy

2,306 hedge funds and large institutions have $65.9B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 179 funds opening new positions, 1,028 increasing their positions, 754 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,306
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
FFA
376
Founders Financial Alliance
North Carolina
$7.09M
BA
377
BCM Advisors
Louisiana
$7.08M
FMII
378
Farmers & Merchants Investments Inc
Nebraska
$7.07M
Brown Advisory
379
Brown Advisory
Maryland
$7.02M
MSU
380
Mizuho Securities USA
New York
$6.94M
CCM
381
Coldstream Capital Management
Washington
$6.92M
SPG
382
Strategic Planning Group
Utah
$6.9M
ATC
383
Argent Trust Co
Tennessee
$6.85M
TPCW
384
TD Private Client Wealth
New York
$6.85M
PSP
385
Principal Street Partners
Tennessee
$6.84M
RDWM
386
Red Door Wealth Management
Tennessee
$6.83M
SC
387
SummitTX Capital
Texas
$6.82M
CIBC Private Wealth Group
388
CIBC Private Wealth Group
Georgia
$6.81M
Allianz Asset Management
389
Allianz Asset Management
Germany
$6.78M
SSWM
390
Smith Salley Wealth Management
North Carolina
$6.76M
SWP
391
Stratos Wealth Partners
Ohio
$6.75M
DIA
392
Dean Investment Associates
Ohio
$6.71M
Lido Advisors
393
Lido Advisors
California
$6.67M
KWM
394
Kingsview Wealth Management
Oregon
$6.63M
Kovitz Investment Group Partners
395
Kovitz Investment Group Partners
Illinois
$6.61M
CCP
396
Clough Capital Partners
Massachusetts
$6.6M
PMG
397
ProVise Management Group
Florida
$6.53M
ASN
398
Advisory Services Network
Georgia
$6.52M
MCC
399
Money Concepts Capital
Florida
$6.51M
UCFA
400
United Capital Financial Advisors
Texas
$6.5M