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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
ORC
1351
O'Rourke & Company
Massachusetts
$563K
DAM
1352
Doheny Asset Management
California
$563K
OFS
1353
OneAscent Financial Services
Alabama
$562K
VF
1354
Virtu Financial
New York
$562K
GIP
1355
Greatmark Investment Partners
Georgia
$559K
RFA
1356
Resurgent Financial Advisors
Georgia
$558K
SAM
1357
Shell Asset Management
Netherlands
$558K
PAMG
1358
Patton Albertson Miller Group
Tennessee
$557K
AIC
1359
Argus Investors Counsel
New York
$555K
LWM
1360
Level Wealth Management
North Carolina
$554K
HFAS
1361
Hummer Financial Advisory Services
Illinois
$554K
CBB
1362
Citizens Business Bank
California
$553K
BFIM
1363
Beese Fulmer Investment Management
Ohio
$550K
SL
1364
Salomon & Ludwin
Virginia
$550K
GIA
1365
Gladstone Institutional Advisory
Florida
$549K
EW
1366
Evoke Wealth
California
$549K
BOH
1367
Bank of Hawaii
Hawaii
$547K
FCH
1368
Freestone Capital Holdings
Washington
$547K
HCM
1369
Hodges Capital Management
Texas
$541K
KAS
1370
KPP Advisory Services
Kentucky
$540K
NRC
1371
New Republic Capital
North Carolina
$539K
TGAM
1372
TBH Global Asset Management
Tennessee
$539K
DWM
1373
Destination Wealth Management
California
$538K
SGK
1374
Steigerwald Gordon & Koch
Virginia
$537K
DBRC
1375
D.B. Root & Company
Pennsylvania
$537K