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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
AIC
1126
Archer Investment Corporation
Indiana
$856K
IA
1127
Integrity Alliance
Iowa
$856K
KFA
1128
Kapstone Financial Advisors
Ohio
$853K
SKK
1129
Shepherd Kaplan Krochuk
Massachusetts
$850K
CFS
1130
Cannon Financial Strategists
Georgia
$846K
Fisher Asset Management
1131
Fisher Asset Management
Washington
$845K
KA
1132
KLCM Advisors
Wisconsin
$845K
LF
1133
Lantz Financial
Illinois
$844K
MCM
1134
Manchester Capital Management
Vermont
$841K
SWA
1135
Stratos Wealth Advisors
Ohio
$840K
SC
1136
Steph & Co
Wisconsin
$836K
AWA
1137
Adapt Wealth Advisors
Georgia
$836K
GFP
1138
Gryphon Financial Partners
Ohio
$834K
VVP
1139
Venture Visionary Partners
Ohio
$834K
AWE
1140
Avidian Wealth Enterprises
Texas
$834K
CWM
1141
Challenger Wealth Management
California
$832K
HCM
1142
Hengehold Capital Management
Ohio
$831K
MFC
1143
Mechanics Financial Corp
Ohio
$831K
CAM
1144
Carret Asset Management
New York
$828K
CAS
1145
Coppell Advisory Solutions
Texas
$826K
BWS
1146
Buck Wealth Strategies
Colorado
$824K
PA
1147
Persium Advisors
Georgia
$821K
HNWAG
1148
High Net Worth Advisory Group
Florida
$821K
LWAM
1149
Legacy Wealth Asset Management
Minnesota
$818K
AWM
1150
Aprio Wealth Management
Georgia
$818K