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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
AWM
1451
Absher Wealth Management
North Carolina
$457K
FWCM
1452
Ferguson Wellman Capital Management
Oregon
$456K
HDA
1453
Harold Davidson & Associates
California
$455K
BC
1454
Broadwater Capital
Massachusetts
$454K
GPW
1455
Genesis Private Wealth
Virginia
$452K
AIS
1456
AM Investment Strategies
Tennessee
$452K
XWM
1457
Xcel Wealth Management
Florida
$451K
FWTB
1458
First Western Trust Bank
Colorado
$450K
BWM
1459
Birchcreek Wealth Management
Ohio
$450K
CAM
1460
Campion Asset Management
Virginia
$449K
LSPW
1461
Lake Street Private Wealth
Illinois
$448K
BWM
1462
Baron Wealth Management
Michigan
$447K
BOPW
1463
Brandywine Oak Private Wealth
Pennsylvania
$447K
QCIG
1464
Quad-Cities Investment Group
Iowa
$447K
MFWP
1465
Mosaic Family Wealth Partners
Missouri
$446K
AC
1466
Aldebaran Capital
Indiana
$446K
BCM
1467
Bayesian Capital Management
New York
$446K
FWM
1468
Focused Wealth Management
New York
$445K
LCM
1469
Landscape Capital Management
New Jersey
$445K
IAMOG
1470
Investors Asset Management of Georgia
Georgia
$445K
TPWA
1471
TRUE Private Wealth Advisors
Oregon
$443K
FCA
1472
FLC Capital Advisors
California
$442K
UCI
1473
Uncommon Cents Investing
Wisconsin
$442K
RWA
1474
Redhawk Wealth Advisors
Minnesota
$442K
PIMG
1475
Patriot Investment Management Group
Tennessee
$441K