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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
WIM
1301
WealthPlan Investment Management
Nebraska
$620K
GWM
1302
GSB Wealth Management
Connecticut
$620K
BAM
1303
Broyhill Asset Management
North Carolina
$619K
RC
1304
Rithm Capital
New York
$619K
PPWP
1305
Premier Path Wealth Partners
New Jersey
$617K
CW
1306
Code Waechter
Florida
$616K
ATC
1307
Adirondack Trust Company
New York
$616K
SWM
1308
Spire Wealth Management
Virginia
$615K
VWM
1309
Venturi Wealth Management
Texas
$613K
GPWM
1310
Grant Private Wealth Management
California
$613K
RCM
1311
RB Capital Management
Nevada
$613K
FIM
1312
Fruth Investment Management
Texas
$610K
RC
1313
Roundview Capital
New Jersey
$608K
FSA
1314
Financial Security Advisor
Virginia
$606K
SAA
1315
Southeast Asset Advisors
Georgia
$605K
IAS
1316
Investment Advisory Services
Texas
$604K
WC
1317
Waterloo Capital
Texas
$604K
FLPIM
1318
F.L. Putnam Investment Management
Massachusetts
$602K
RGC
1319
Roberts, Glore & Co
Illinois
$602K
MCWS
1320
McKinley Carter Wealth Services
West Virginia
$601K
TWP
1321
Tyche Wealth Partners
Texas
$601K
PWMAG
1322
Pinnacle Wealth Management Advisory Group
New Jersey
$601K
CAM
1323
Costello Asset Management
Pennsylvania
$601K
WAM
1324
Walker Asset Management
Missouri
$600K
SS
1325
Sunbelt Securities
Texas
$599K