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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
HI
1326
Hudock Inc
Pennsylvania
$589K
JIC
1327
Joel Isaacson & Co
New York
$586K
BOJHT
1328
Bank of Jackson Hole Trust
Wyoming
$586K
SWA
1329
Strategies Wealth Advisors
Michigan
$584K
TPI
1330
Trust Point Inc
Wisconsin
$582K
TIA
1331
Traphagen Investment Advisors
New Jersey
$580K
GM
1332
GeoWealth Management
Illinois
$579K
AAIM
1333
Asset Advisors Investment Management
Georgia
$578K
RCM
1334
Radnor Capital Management
Pennsylvania
$578K
BFC
1335
Blue Fin Capital
Rhode Island
$578K
MSA
1336
Marathon Strategic Advisors
Pennsylvania
$577K
BFS
1337
Bard Financial Services
Connecticut
$576K
PWAM
1338
Pinnacle West Asset Management
Wyoming
$576K
NAG
1339
Northstar Advisory Group
New Jersey
$575K
OC
1340
Oakworth Capital
Alabama
$574K
HVP
1341
Hudson Value Partners
Florida
$572K
FHA
1342
Flagship Harbor Advisors
Massachusetts
$572K
ECM
1343
Evergreen Capital Management
Washington
$571K
PCM
1344
Princeton Capital Management
New Jersey
$570K
WCM
1345
Washington Capital Management
Washington
$569K
VCM
1346
Virtue Capital Management
Tennessee
$568K
NPFS
1347
Novak & Powell Financial Services
Florida
$567K
AWM
1348
Accurate Wealth Management
Florida
$564K
PA
1349
PFG Advisors
Arizona
$564K
GSWM
1350
Golden State Wealth Management
California
$564K