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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
FBB
1376
Fulton Breakefield Broenniman
Maryland
$537K
HP
1377
Holistic Planning
Texas
$528K
LCM
1378
LVM Capital Management
Michigan
$526K
GIA
1379
Gateway Investment Advisers
Ohio
$525K
DJSG
1380
D.J. St. Germain
Massachusetts
$525K
WA
1381
WBH Advisory
Maryland
$525K
LIA
1382
LBMC Investment Advisors
Tennessee
$524K
NAS
1383
Nicolet Advisory Services
Wisconsin
$524K
RL
1384
Rogco LP
Oklahoma
$523K
TWM
1385
Trueblood Wealth Management
Ohio
$522K
AFG
1386
Allegheny Financial Group
Pennsylvania
$522K
MIC
1387
Meridian Investment Counsel
California
$519K
SCM
1388
Saxony Capital Management
Missouri
$518K
ABC
1389
Associated Banc-Corp
Wisconsin
$518K
IPAM
1390
Investment Partners Asset Management
New Jersey
$517K
DLA
1391
Douglas Lane & Associates
New York
$517K
PP
1392
PDS Planning
Ohio
$514K
PEA
1393
Park Edge Advisors
Ohio
$514K
TC
1394
Truvestments Capital
Florida
$512K
CGH
1395
CMG Global Holdings
Texas
$510K
FBC
1396
Fairfield, Bush & Co
Connecticut
$509K
DWM
1397
Diversify Wealth Management
Utah
$506K
OTPPB
1398
Ontario Teachers' Pension Plan Board
Ontario, Canada
$506K
MCG
1399
McCollum Christoferson Group
New York
$505K
Holocene Advisors
1400
Holocene Advisors
New York
$504K