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Duke Energy

2,289 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, 1,021 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,289
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
UBV
1151
United Bank (Virginia)
Virginia
$810K
WBCM
1152
Wilson & Boucher Capital Management
California
$809K
SIMG
1153
Sonora Investment Management Group
Arizona
$808K
SC
1154
Sapient Capital
Indiana
$805K
NP
1155
Nilsine Partners
Colorado
$802K
DI
1156
Diligent Investors
California
$801K
OIA
1157
Optimum Investment Advisors
Illinois
$800K
PJSIMP
1158
P.J. Schmidt Investment Management (PJS)
Wisconsin
$800K
SWM
1159
Stockman Wealth Management
Montana
$799K
CSI
1160
Cross Staff Investments
New York
$798K
SSG
1161
Summit Securities Group
New York
$797K
DWT
1162
Dorsey & Whitney Trust
South Dakota
$795K
STA
1163
Smith Thornton Advisors
Alabama
$795K
JGUA
1164
John G. Ullman & Associates
New York
$792K
DP
1165
Dearborn Partners
Illinois
$791K
CF
1166
Centaurus Financial
California
$791K
AF
1167
Advisornet Financial
Minnesota
$790K
SIA
1168
Soltis Investment Advisors
Utah
$786K
3IP
1169
3Chopt Investment Partners
Virginia
$786K
Edgewood Management
1170
Edgewood Management
Connecticut
$780K
AAG
1171
Armstrong Advisory Group
Massachusetts
$780K
SIG
1172
Spinnaker Investment Group
California
$780K
MCM
1173
Monument Capital Management
Virginia
$779K
GSEP
1174
Golden State Equity Partners
California
$778K
BSTWA
1175
Blake Schutter Theil Wealth Advisors
Ohio
$778K