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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
BAAM
1326
Baker Avenue Asset Management
California
$596K
WFM
1327
Wolff Financial Management
Michigan
$595K
HWA
1328
HHM Wealth Advisors
Tennessee
$594K
SEP
1329
Southland Equity Partners
Missouri
$593K
XT
1330
XTX Topco
Cayman Islands
$592K
TA
1331
TruWealth Advisors
Louisiana
$592K
HI
1332
Hudock Inc
Pennsylvania
$589K
JIC
1333
Joel Isaacson & Co
New York
$586K
BOJHT
1334
Bank of Jackson Hole Trust
Wyoming
$586K
SWA
1335
Strategies Wealth Advisors
Michigan
$584K
TPI
1336
Trust Point Inc
Wisconsin
$582K
TIA
1337
Traphagen Investment Advisors
New Jersey
$580K
GM
1338
GeoWealth Management
Illinois
$579K
AAIM
1339
Asset Advisors Investment Management
Georgia
$578K
RCM
1340
Radnor Capital Management
Pennsylvania
$578K
BFC
1341
Blue Fin Capital
Rhode Island
$578K
MSA
1342
Marathon Strategic Advisors
Pennsylvania
$577K
BFS
1343
Bard Financial Services
Connecticut
$576K
PWAM
1344
Pinnacle West Asset Management
Wyoming
$576K
NAG
1345
Northstar Advisory Group
New Jersey
$575K
OC
1346
Oakworth Capital
Alabama
$574K
HVP
1347
Hudson Value Partners
Florida
$572K
FHA
1348
Flagship Harbor Advisors
Massachusetts
$572K
ECM
1349
Evergreen Capital Management
Washington
$571K
PCM
1350
Princeton Capital Management
New Jersey
$570K