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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
MFGM
1151
Marshall Financial Group (Maryland)
Maryland
$814K
HCM
1152
Howard Capital Management
Georgia
$814K
SLWA
1153
San Luis Wealth Advisors
California
$811K
IPWA
1154
International Private Wealth Advisors
California
$810K
UBV
1155
United Bank (Virginia)
Virginia
$810K
WBCM
1156
Wilson & Boucher Capital Management
California
$809K
SIMG
1157
Sonora Investment Management Group
Arizona
$808K
SC
1158
Sapient Capital
Indiana
$805K
NP
1159
Nilsine Partners
Colorado
$802K
DI
1160
Diligent Investors
California
$801K
OIA
1161
Optimum Investment Advisors
Illinois
$800K
PJSIMP
1162
P.J. Schmidt Investment Management (PJS)
Wisconsin
$800K
SWM
1163
Stockman Wealth Management
Montana
$799K
CSI
1164
Cross Staff Investments
New York
$798K
SSG
1165
Summit Securities Group
New York
$797K
DWT
1166
Dorsey & Whitney Trust
South Dakota
$795K
STA
1167
Smith Thornton Advisors
Alabama
$795K
JGUA
1168
John G. Ullman & Associates
New York
$792K
DP
1169
Dearborn Partners
Illinois
$791K
CF
1170
Centaurus Financial
California
$791K
AF
1171
Advisornet Financial
Minnesota
$790K
SIA
1172
Soltis Investment Advisors
Utah
$786K
3IP
1173
3Chopt Investment Partners
Virginia
$786K
Edgewood Management
1174
Edgewood Management
Connecticut
$780K
AAG
1175
Armstrong Advisory Group
Massachusetts
$780K