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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
SF
801
Symphony Financial
Texas
$1.94M
JWM
802
Jeppson Wealth Management
California
$1.94M
MWM
803
Mission Wealth Management
California
$1.93M
AF
804
AGP Franklin
Tennessee
$1.92M
GIC
805
Generali Investments CEE
Czech Republic
$1.92M
EFG
806
Ethos Financial Group
Pennsylvania
$1.92M
CHC
807
City Holding Co
West Virginia
$1.92M
PWM
808
Perigon Wealth Management
California
$1.89M
CWS
809
Confluence Wealth Services
Pennsylvania
$1.89M
MC
810
Machina Capital
France
$1.89M
RA
811
RFG Advisory
Alabama
$1.89M
CC
812
Cornerstone Capital
California
$1.89M
GH
813
GAM Holding
Switzerland
$1.89M
PCG
814
Prosperity Consulting Group
Maryland
$1.89M
AIA
815
AssuredPartners Investment Advisors
Florida
$1.88M
EI
816
Ethic Inc
New York
$1.88M
RWM
817
Ritholtz Wealth Management
New York
$1.87M
AFG
818
Atomi Financial Group
New York
$1.87M
GWA
819
Gibson Wealth Advisors
Texas
$1.86M
RC
820
Rahlfs Capital
Texas
$1.85M
OHWP
821
Oak Harbor Wealth Partners
North Carolina
$1.85M
IAN
822
Integrated Advisors Network
Texas
$1.85M
CWM
823
Cornerstone Wealth Management
Missouri
$1.85M
PWP
824
Precedent Wealth Partners
Texas
$1.85M
MSE
825
MUFG Securities EMEA
United Kingdom
$1.84M