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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
WCM
1351
Washington Capital Management
Washington
$569K
VCM
1352
Virtue Capital Management
Tennessee
$568K
NPFS
1353
Novak & Powell Financial Services
Florida
$567K
AWM
1354
Accurate Wealth Management
Florida
$564K
PA
1355
PFG Advisors
Arizona
$564K
GSWM
1356
Golden State Wealth Management
California
$564K
ORC
1357
O'Rourke & Company
Massachusetts
$563K
DAM
1358
Doheny Asset Management
California
$563K
OFS
1359
OneAscent Financial Services
Alabama
$562K
VF
1360
Virtu Financial
New York
$562K
GIP
1361
Greatmark Investment Partners
Georgia
$559K
RFA
1362
Resurgent Financial Advisors
Georgia
$558K
SAM
1363
Shell Asset Management
Netherlands
$558K
PAMG
1364
Patton Albertson Miller Group
Tennessee
$557K
AIC
1365
Argus Investors Counsel
New York
$555K
LWM
1366
Level Wealth Management
North Carolina
$554K
HFAS
1367
Hummer Financial Advisory Services
Illinois
$554K
CBB
1368
Citizens Business Bank
California
$553K
BFIM
1369
Beese Fulmer Investment Management
Ohio
$550K
SL
1370
Salomon & Ludwin
Virginia
$550K
GIA
1371
Gladstone Institutional Advisory
Florida
$549K
EW
1372
Evoke Wealth
California
$549K
BOH
1373
Bank of Hawaii
Hawaii
$547K
FCH
1374
Freestone Capital Holdings
Washington
$547K
HCM
1375
Hodges Capital Management
Texas
$541K