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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
CFS
1126
Cannon Financial Strategists
Georgia
$846K
Fisher Asset Management
1127
Fisher Asset Management
Washington
$845K
KA
1128
KLCM Advisors
Wisconsin
$845K
LF
1129
Lantz Financial
Illinois
$844K
MCM
1130
Manchester Capital Management
Vermont
$841K
SWA
1131
Stratos Wealth Advisors
Ohio
$840K
SC
1132
Steph & Co
Wisconsin
$836K
AWA
1133
Adapt Wealth Advisors
Georgia
$836K
GFP
1134
Gryphon Financial Partners
Ohio
$834K
VVP
1135
Venture Visionary Partners
Ohio
$834K
AWE
1136
Avidian Wealth Enterprises
Texas
$834K
CWM
1137
Challenger Wealth Management
California
$832K
HCM
1138
Hengehold Capital Management
Ohio
$831K
MFC
1139
Mechanics Financial Corp
Ohio
$831K
CAM
1140
Carret Asset Management
New York
$828K
CAS
1141
Coppell Advisory Solutions
Texas
$826K
BWS
1142
Buck Wealth Strategies
Colorado
$824K
PA
1143
Persium Advisors
Georgia
$821K
HNWAG
1144
High Net Worth Advisory Group
Florida
$821K
LWAM
1145
Legacy Wealth Asset Management
Minnesota
$818K
AWM
1146
Aprio Wealth Management
Georgia
$818K
MFGM
1147
Marshall Financial Group (Maryland)
Maryland
$814K
HCM
1148
Howard Capital Management
Georgia
$814K
SLWA
1149
San Luis Wealth Advisors
California
$811K
IPWA
1150
International Private Wealth Advisors
California
$810K