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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
THCM
976
Taylor Hoffman Capital Management
Virginia
$1.27M
FC
977
FCA Corp
Texas
$1.27M
CC
978
Chicago Capital
Illinois
$1.27M
EWM
979
Evermay Wealth Management
Virginia
$1.27M
CTA
980
Chesley Taft & Associates
Illinois
$1.27M
CT
981
Chicago Trust
Illinois
$1.27M
LF
982
LifePlan Financial
Minnesota
$1.26M
RGF
983
Retirement Guys Formula
Ohio
$1.26M
FPL
984
Fortress Private Ledger
North Carolina
$1.26M
WCM
985
Winthrop Capital Management
Indiana
$1.26M
AA
986
ALPS Advisors
Colorado
$1.26M
AB
987
Atlas Brown
Kentucky
$1.26M
AIM
988
Aigen Investment Management
New York
$1.25M
CIAS
989
CFS Investment Advisory Services
New Jersey
$1.25M
NC
990
NovaPoint Capital
Georgia
$1.25M
FVWA
991
Foster Victor Wealth Advisors
South Carolina
$1.23M
PFM
992
Premier Fund Managers
United Kingdom
$1.23M
GCM
993
Gables Capital Management
Florida
$1.23M
OKSA
994
O'Keefe Stevens Advisory
New York
$1.23M
MW
995
MBL Wealth
North Carolina
$1.21M
AC
996
AlphaCore Capital
California
$1.21M
PWM
997
Pines Wealth Management
North Carolina
$1.21M
KCPG
998
Kavar Capital Partners Group
Kansas
$1.21M
HTC
999
Haverford Trust Company
Pennsylvania
$1.2M
WFI
1000
West Family Investments
California
$1.2M