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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
SG Americas Securities
1201
SG Americas Securities
New York
$748K
AWM
1202
Aegis Wealth Management
Maryland
$748K
OL
1203
Optas LLC
Texas
$747K
BONH
1204
Bank of New Hampshire
New Hampshire
$747K
HBT
1205
Hills Bank & Trust
Iowa
$747K
VCP
1206
Verus Capital Partners
Arizona
$746K
WPC
1207
Waters Parkerson & Co
Louisiana
$745K
WMA
1208
Wealth Management Associates
New Jersey
$744K
WT
1209
Whittier Trust
California
$743K
SACTSONJ
1210
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$743K
NAS
1211
NWF Advisory Services
California
$742K
GEA
1212
Glen Eagle Advisors
New Jersey
$740K
AWS
1213
Aspen Wealth Strategies
Colorado
$739K
NW
1214
NewEdge Wealth
Pennsylvania
$738K
KA
1215
Kovack Advisors
Florida
$736K
AGA
1216
Arkos Global Advisors
Texas
$733K
NFG
1217
Nations Financial Group
Iowa
$732K
WTC
1218
WhitTier Trust Company
Nevada
$725K
WSC
1219
Wellington Shields & Co
New York
$722K
CA
1220
Cornerstone Advisory
Maryland
$719K
VIPI
1221
Vista Investment Partners II
Indiana
$714K
MNBTD
1222
Moody National Bank Trust Division
Texas
$711K
AAS
1223
Ameritas Advisory Services
Nebraska
$710K
MMG
1224
Monetary Management Group
Missouri
$709K
GIA
1225
Guyasuta Investment Advisors
Pennsylvania
$709K