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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
PWM
1001
Pines Wealth Management
North Carolina
$1.21M
KCPG
1002
Kavar Capital Partners Group
Kansas
$1.21M
HTC
1003
Haverford Trust Company
Pennsylvania
$1.2M
WFI
1004
West Family Investments
California
$1.2M
CG
1005
Corundum Group
Colorado
$1.19M
FNA
1006
First National Advisers
Nebraska
$1.19M
EWA
1007
EverSource Wealth Advisors
Alabama
$1.18M
APG
1008
Abacus Planning Group
South Carolina
$1.18M
KWA
1009
Kellett Wealth Advisors
Ohio
$1.18M
SC
1010
Syon Capital
California
$1.17M
GC
1011
Grimes & Company
Massachusetts
$1.17M
SWM
1012
Sculati Wealth Management
Michigan
$1.17M
DB
1013
Danske Bank
Denmark
$1.16M
ISL
1014
Ingalls & Snyder LLC
New York
$1.16M
SCM
1015
Sollinda Capital Management
Florida
$1.16M
JSW
1016
Journey Strategic Wealth
New Jersey
$1.15M
PFSC
1017
Peoples Financial Services Corp
Pennsylvania
$1.15M
JAG
1018
Journey Advisory Group
Kentucky
$1.15M
HFS
1019
Horizon Financial Services
North Carolina
$1.15M
KFS
1020
Keynote Financial Services
Connecticut
$1.15M
FMB
1021
Field & Main Bank
Kentucky
$1.14M
VAM
1022
Verity Asset Management
North Carolina
$1.14M
RA
1023
Ransom Advisory
Rhode Island
$1.14M
EPM
1024
Elm Partners Management
Pennsylvania
$1.13M
CWM
1025
Crowley Wealth Management
Delaware
$1.13M