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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
BAM
1401
Blueshift Asset Management
New Jersey
$504K
BW
1402
BXM Wealth
Colorado
$503K
KIA
1403
Knollwood Investment Advisory
Maryland
$502K
FWP
1404
Firethorn Wealth Partners
Georgia
$501K
PWMG
1405
Pinnacle Wealth Management Group
Michigan
$501K
TCBWMS
1406
Texas Capital Bank Wealth Management Services
Texas
$501K
WA
1407
Waddell & Associates
Tennessee
$497K
OCM
1408
One Capital Management
California
$496K
BC
1409
Bayforest Capital
United Kingdom
$495K
BTWM
1410
Brass Tax Wealth Management
Ohio
$494K
WP
1411
Westmount Partners
California
$494K
PFA
1412
Peak Financial Advisors
Colorado
$493K
BMCM
1413
Bryn Mawr Capital Management
Pennsylvania
$493K
TIA
1414
Tiemann Investment Advisors
California
$488K
MCM
1415
McDonough Capital Management
Florida
$486K
MAM
1416
Marotta Asset Management
Virginia
$485K
LWA
1417
Lantern Wealth Advisors
New York
$485K
LI
1418
Lafayette Investments
Maryland
$484K
AIP
1419
Almanack Investment Partners
Pennsylvania
$483K
QC
1420
Quent Capital
New York
$483K
AA
1421
Alta Advisers
United Kingdom
$483K
AWAU
1422
Alliance Wealth Advisors (Utah)
Utah
$481K
LAM
1423
L2 Asset Management
Massachusetts
$481K
Koshinski Asset Management
1424
Koshinski Asset Management
Illinois
$480K
BCG
1425
Breakwater Capital Group
New Jersey
$480K