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Duke Energy

2,307 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, 1,029 increasing their positions, 754 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,307
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
AF
626
Apollon Financial
South Carolina
$3.16M
GW
627
Griffith & Werner
Georgia
$3.16M
WP
628
WealthShield Partners
North Carolina
$3.15M
MWM
629
Moran Wealth Management
Florida
$3.15M
AC
630
Asio Capital
Kentucky
$3.14M
DTL
631
Dynamic Technology Lab
Singapore
$3.13M
PCIA
632
Prime Capital Investment Advisors
Kansas
$3.13M
IC
633
IEQ Capital
California
$3.13M
APC
634
Aspire Private Capital
North Carolina
$3.12M
ET
635
Equitable Trust
Tennessee
$3.12M
IA
636
IFP Advisors
Florida
$3.11M
NGA
637
Naples Global Advisors
Florida
$3.08M
NMIMC
638
Northwestern Mutual Investment Management Company
Wisconsin
$3.07M
CV
639
Counterweight Ventures
North Carolina
$3.06M
SIC
640
Shoker Investment Counsel
Ohio
$3.03M
JFL
641
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.02M
SB
642
Strategic Blueprint
Georgia
$3M
Voloridge Investment Management
643
Voloridge Investment Management
Florida
$3M
EWM
644
Evercore Wealth Management
New York
$2.99M
STA
645
Summit Trail Advisors
New York
$2.99M
LOPW
646
Live Oak Private Wealth
North Carolina
$2.99M
CA
647
Cullinan Associates
Kentucky
$2.99M
SFS
648
Stiles Financial Services
Minnesota
$2.98M
HCM
649
Hall Capital Management
Rhode Island
$2.95M
DA
650
Drake & Associates
Wisconsin
$2.95M