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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
KAS
1376
KPP Advisory Services
Kentucky
$540K
NRC
1377
New Republic Capital
North Carolina
$539K
TGAM
1378
TBH Global Asset Management
Tennessee
$539K
DWM
1379
Destination Wealth Management
California
$538K
SGK
1380
Steigerwald Gordon & Koch
Virginia
$537K
DBRC
1381
D.B. Root & Company
Pennsylvania
$537K
FBB
1382
Fulton Breakefield Broenniman
Maryland
$537K
HP
1383
Holistic Planning
Texas
$528K
LCM
1384
LVM Capital Management
Michigan
$526K
GIA
1385
Gateway Investment Advisers
Ohio
$525K
DJSG
1386
D.J. St. Germain
Massachusetts
$525K
WA
1387
WBH Advisory
Maryland
$525K
LIA
1388
LBMC Investment Advisors
Tennessee
$524K
NAS
1389
Nicolet Advisory Services
Wisconsin
$524K
RL
1390
Rogco LP
Oklahoma
$523K
TWM
1391
Trueblood Wealth Management
Ohio
$522K
AFG
1392
Allegheny Financial Group
Pennsylvania
$522K
MIC
1393
Meridian Investment Counsel
California
$519K
SCM
1394
Saxony Capital Management
Missouri
$518K
ABC
1395
Associated Banc-Corp
Wisconsin
$518K
IPAM
1396
Investment Partners Asset Management
New Jersey
$517K
DLA
1397
Douglas Lane & Associates
New York
$517K
PP
1398
PDS Planning
Ohio
$514K
PEA
1399
Park Edge Advisors
Ohio
$514K
TC
1400
Truvestments Capital
Florida
$512K