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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
1276
Avestar Capital
New York
$653K
PWM
1277
PBMares Wealth Management
Virginia
$652K
CA
1278
Crewe Advisors
Utah
$649K
CWM
1279
Calamos Wealth Management
Illinois
$647K
BA
1280
Bridgewater Advisors
New York
$646K
SLT
1281
St Louis Trust
Missouri
$644K
APIM
1282
Agate Pass Investment Management
Washington
$643K
KP
1283
Keel Point
Alabama
$643K
CNBOF
1284
City National Bank of Florida
Florida
$642K
CFO
1285
CVA Family Office
Colorado
$640K
WIC
1286
Wilkins Investment Counsel
Massachusetts
$640K
AIM
1287
Aspen Investment Management
Michigan
$639K
CWM
1288
Cordatus Wealth Management
Pennsylvania
$639K
CBT
1289
Crews Bank & Trust
Florida
$637K
BB
1290
Busey Bank
Illinois
$637K
BFA
1291
Bill Few Associates
Pennsylvania
$633K
PA
1292
Probity Advisors
Texas
$633K
PFA
1293
Petra Financial Advisors
Colorado
$630K
DAS
1294
Diversify Advisory Services
Utah
$630K
CCA
1295
Childress Capital Advisors
Texas
$626K
SWM
1296
SeaCrest Wealth Management
New York
$626K
PFA
1297
Pettinga Financial Advisors
Indiana
$625K
FFBTD
1298
First Financial Bank - Trust Division
Ohio
$625K
CWS
1299
Cypress Wealth Services
California
$625K
SSA
1300
Sierra Summit Advisors
Nevada
$623K