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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
SM
526
Sciencast Management
New Jersey
$4.32M
MIM
527
Marco Investment Management
Georgia
$4.32M
HWAM
528
Hennion & Walsh Asset Management
New Jersey
$4.31M
EF
529
Empowered Funds
Pennsylvania
$4.27M
RIL
530
Rothschild Investment LLC
Illinois
$4.25M
CT
531
Caldwell Trust
Florida
$4.24M
PFA
532
Pure Financial Advisors
California
$4.23M
CA
533
Cornerstone Advisors
North Carolina
$4.22M
TA
534
Townsend & Associates
Colorado
$4.21M
FNB
535
Farmers National Bank
Kentucky
$4.21M
SAMC
536
Spectrum Asset Management (California)
California
$4.19M
FFP
537
FourThought Financial Partners
Florida
$4.17M
CSP
538
Cary Street Partners
Virginia
$4.17M
TCWA
539
Turtle Creek Wealth Advisors
Texas
$4.16M
GS
540
GWN Securities
Florida
$4.14M
MOS
541
MGO One Seven
Ohio
$4.1M
PT
542
Plimoth Trust
Massachusetts
$4.1M
TC
543
Trilogy Capital
California
$4.09M
BG
544
Bahl & Gaynor
Ohio
$4.06M
EH
545
Equitable Holdings
New York
$4.06M
TAM
546
Townsend Asset Management
North Carolina
$4.05M
AAIM
547
American Assets Investment Management
California
$4.04M
IWC
548
Integrated Wealth Concepts
Massachusetts
$4.04M
VF
549
Vest Financial
Virginia
$4.04M
VT
550
Vise Technologies
New York
$4.03M