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Duke Energy

2,291 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, 1,023 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,291
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
ATC
1301
Adirondack Trust Company
New York
$616K
SWM
1302
Spire Wealth Management
Virginia
$615K
VWM
1303
Venturi Wealth Management
Texas
$613K
GPWM
1304
Grant Private Wealth Management
California
$613K
RCM
1305
RB Capital Management
Nevada
$613K
FIM
1306
Fruth Investment Management
Texas
$610K
RC
1307
Roundview Capital
New Jersey
$608K
FSA
1308
Financial Security Advisor
Virginia
$606K
SAA
1309
Southeast Asset Advisors
Georgia
$605K
IAS
1310
Investment Advisory Services
Texas
$604K
WC
1311
Waterloo Capital
Texas
$604K
FLPIM
1312
F.L. Putnam Investment Management
Massachusetts
$602K
RGC
1313
Roberts, Glore & Co
Illinois
$602K
MCWS
1314
McKinley Carter Wealth Services
West Virginia
$601K
TWP
1315
Tyche Wealth Partners
Texas
$601K
PWMAG
1316
Pinnacle Wealth Management Advisory Group
New Jersey
$601K
CAM
1317
Costello Asset Management
Pennsylvania
$601K
WAM
1318
Walker Asset Management
Missouri
$600K
SS
1319
Sunbelt Securities
Texas
$599K
BAAM
1320
Baker Avenue Asset Management
California
$596K
WFM
1321
Wolff Financial Management
Michigan
$595K
HWA
1322
HHM Wealth Advisors
Tennessee
$594K
SEP
1323
Southland Equity Partners
Missouri
$593K
XT
1324
XTX Topco
Cayman Islands
$592K
TA
1325
TruWealth Advisors
Louisiana
$592K