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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
HWAM
526
Hennion & Walsh Asset Management
New Jersey
$4.31M
EF
527
Empowered Funds
Pennsylvania
$4.27M
RIL
528
Rothschild Investment LLC
Illinois
$4.25M
CT
529
Caldwell Trust
Florida
$4.24M
PFA
530
Pure Financial Advisors
California
$4.23M
CA
531
Cornerstone Advisors
North Carolina
$4.22M
TA
532
Townsend & Associates
Colorado
$4.21M
SAMC
533
Spectrum Asset Management (California)
California
$4.19M
FFP
534
FourThought Financial Partners
Florida
$4.17M
CSP
535
Cary Street Partners
Virginia
$4.17M
TCWA
536
Turtle Creek Wealth Advisors
Texas
$4.16M
GS
537
GWN Securities
Florida
$4.14M
MOS
538
MGO One Seven
Ohio
$4.1M
PT
539
Plimoth Trust
Massachusetts
$4.1M
TC
540
Trilogy Capital
California
$4.09M
BG
541
Bahl & Gaynor
Ohio
$4.06M
EH
542
Equitable Holdings
New York
$4.06M
TAM
543
Townsend Asset Management
North Carolina
$4.05M
AAIM
544
American Assets Investment Management
California
$4.04M
IWC
545
Integrated Wealth Concepts
Massachusetts
$4.04M
VF
546
Vest Financial
Virginia
$4.04M
VT
547
Vise Technologies
New York
$4.03M
SFS
548
Sowell Financial Services
Arkansas
$4.03M
Lazard Asset Management
549
Lazard Asset Management
New York
$4.02M
DAS
550
Dynamic Advisor Solutions
Arizona
$4.02M