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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
AC
1251
Apella Capital
Connecticut
$683K
MSFS
1252
Main Street Financial Solutions
Pennsylvania
$682K
CSIC
1253
Clifford Swan Investment Counsel
California
$681K
SWM
1254
Silverlake Wealth Management
Vermont
$680K
EFA
1255
Edge Financial Advisors
Illinois
$679K
NL
1256
NWAM LLC
Washington
$676K
Members Trust
1257
Members Trust
Florida
$676K
TF
1258
Tudor Financial
Ohio
$674K
WA
1259
WESPAC Advisors
California
$674K
HI
1260
Hendershot Investments
Virginia
$674K
AF
1261
Apexium Financial
Texas
$672K
MA
1262
MBA Advisors
Pennsylvania
$672K
JWA
1263
JFS Wealth Advisors
Pennsylvania
$672K
Q1WB
1264
Quest 10 Wealth Builders
Virginia
$670K
CFP
1265
Catalyst Financial Partners
Massachusetts
$669K
OWA
1266
Octavia Wealth Advisors
Ohio
$668K
FFG
1267
First Financial Group
North Carolina
$666K
CS
1268
Capital Square
Tennessee
$664K
ACI
1269
Alpha Cubed Investments
California
$664K
HL
1270
HeadInvest LLC
Maine
$662K
BWM
1271
BCGM Wealth Management
Indiana
$661K
RFA
1272
Register Financial Advisors
Georgia
$658K
NB
1273
NBT Bank
New York
$658K
CAL
1274
Capital Analysts LLC
Pennsylvania
$657K
VCWM
1275
Vista Cima Wealth Management
Arizona
$657K