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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
USCWA
701
U.S. Capital Wealth Advisors
Texas
$2.52M
DGM
702
Delta Global Management
New York
$2.51M
CAC
703
Certified Advisory Corp
Florida
$2.51M
MRP
704
Measured Risk Portfolios
California
$2.5M
CCP
705
Clarkston Capital Partners
Michigan
$2.5M
T. Rowe Price Investment Management
706
T. Rowe Price Investment Management
Maryland
$2.5M
WS
707
Wedbush Securities
California
$2.49M
JIP
708
Jaffetilchin Investment Partners
Florida
$2.47M
SAG
709
SageView Advisory Group
California
$2.47M
RCA
710
Ranch Capital Advisors
Florida
$2.45M
OPA
711
Old Port Advisors
Maine
$2.45M
MIF
712
Mediolanum International Funds
Ireland
$2.45M
HCA
713
Harbor Capital Advisors
Illinois
$2.44M
SOAMC
714
Spirit of America Management Corp
New York
$2.44M
SP
715
Successful Portfolios
Florida
$2.43M
PMWMG
716
Parr McKnight Wealth Management Group
Minnesota
$2.43M
CWMS
717
Cannon Wealth Management Services
North Carolina
$2.43M
LA
718
LVW Advisors
New York
$2.42M
CFG
719
Citizens Financial Group
Rhode Island
$2.42M
PTP
720
Platform Technology Partners
New York
$2.41M
CIBC World Market
721
CIBC World Market
Ontario, Canada
$2.4M
CNBT
722
Canandaigua National Bank & Trust
New York
$2.4M
AAMA
723
Advanced Asset Management Advisors
Ohio
$2.39M
1832 Asset Management
724
1832 Asset Management
Ontario, Canada
$2.39M
CBTWT
725
Community Bank & Trust (Waco, Texas)
Texas
$2.38M