DUK icon

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
LNWWM
1026
Laird Norton Wetherby Wealth Management
California
$1.12M
BPWM
1027
BCS Private Wealth Management
New Jersey
$1.12M
JCFM
1028
JBR Co Financial Management
Oklahoma
$1.12M
CAG
1029
Crestwood Advisors Group
Massachusetts
$1.12M
KCM
1030
Kanawha Capital Management
Virginia
$1.12M
FDS
1031
First Dallas Securities
Texas
$1.12M
FNC
1032
First National Corp
Massachusetts
$1.12M
WWM
1033
Western Wealth Management
Colorado
$1.09M
VCM
1034
Violich Capital Management
California
$1.09M
BAM
1035
Belpointe Asset Management
Nevada
$1.09M
PFGIA
1036
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M
HPC
1037
HM Payson & Co
Maine
$1.08M
ACM
1038
Allred Capital Management
Texas
$1.07M
CCWM
1039
Cassaday & Co Wealth Management
Virginia
$1.06M
NRS
1040
Neville Rodie & Shaw
New York
$1.06M
JF
1041
Jump Financial
Illinois
$1.06M
GVAG
1042
Great Valley Advisor Group
Delaware
$1.06M
GWA
1043
Gratus Wealth Advisors
Virginia
$1.06M
CFCI
1044
Comprehensive Financial Consultants Institutional
Indiana
$1.06M
AFA
1045
AA Financial Advisors
Ohio
$1.05M
CI
1046
CX Institutional
Indiana
$1.05M
AFCM
1047
Applied Finance Capital Management
Puerto Rico
$1.05M
PCM
1048
Parsons Capital Management
Rhode Island
$1.04M
TWM
1049
Thrive Wealth Management
Pennsylvania
$1.04M
RCAG
1050
Rehmann Capital Advisory Group
Michigan
$1.04M