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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
CGH
1401
CMG Global Holdings
Texas
$510K
FBC
1402
Fairfield, Bush & Co
Connecticut
$509K
DWM
1403
Diversify Wealth Management
Utah
$506K
OTPPB
1404
Ontario Teachers' Pension Plan Board
Ontario, Canada
$506K
MCG
1405
McCollum Christoferson Group
New York
$505K
Holocene Advisors
1406
Holocene Advisors
New York
$504K
BAM
1407
Blueshift Asset Management
New Jersey
$504K
BW
1408
BXM Wealth
Colorado
$503K
KIA
1409
Knollwood Investment Advisory
Maryland
$502K
FWP
1410
Firethorn Wealth Partners
Georgia
$501K
PWMG
1411
Pinnacle Wealth Management Group
Michigan
$501K
TCBWMS
1412
Texas Capital Bank Wealth Management Services
Texas
$501K
WA
1413
Waddell & Associates
Tennessee
$497K
OCM
1414
One Capital Management
California
$496K
BC
1415
Bayforest Capital
United Kingdom
$495K
BTWM
1416
Brass Tax Wealth Management
Ohio
$494K
WP
1417
Westmount Partners
California
$494K
PFA
1418
Peak Financial Advisors
Colorado
$493K
BMCM
1419
Bryn Mawr Capital Management
Pennsylvania
$493K
TIA
1420
Tiemann Investment Advisors
California
$488K
MCM
1421
McDonough Capital Management
Florida
$486K
MAM
1422
Marotta Asset Management
Virginia
$485K
LWA
1423
Lantern Wealth Advisors
New York
$485K
FEM
1424
Fulcrum Equity Management
Texas
$485K
LI
1425
Lafayette Investments
Maryland
$484K