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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
SAM
1451
Sawgrass Asset Management
Florida
$465K
KF
1452
Krilogy Financial
Missouri
$464K
FH
1453
FWG Holdings
Florida
$463K
DA
1454
Denali Advisors
California
$462K
AGC
1455
Aspen Grove Capital
Colorado
$461K
OS
1456
Objectivity Squared
South Carolina
$461K
BCMLT
1457
Beacon Capital Management LLC (Tennessee)
Tennessee
$458K
AWM
1458
Absher Wealth Management
North Carolina
$457K
FWCM
1459
Ferguson Wellman Capital Management
Oregon
$456K
HDA
1460
Harold Davidson & Associates
California
$455K
BC
1461
Broadwater Capital
Massachusetts
$454K
GPW
1462
Genesis Private Wealth
Virginia
$452K
AIS
1463
AM Investment Strategies
Tennessee
$452K
XWM
1464
Xcel Wealth Management
Florida
$451K
FWTB
1465
First Western Trust Bank
Colorado
$450K
BWM
1466
Birchcreek Wealth Management
Ohio
$450K
CAM
1467
Campion Asset Management
Virginia
$449K
LSPW
1468
Lake Street Private Wealth
Illinois
$448K
BWM
1469
Baron Wealth Management
Michigan
$447K
BOPW
1470
Brandywine Oak Private Wealth
Pennsylvania
$447K
QCIG
1471
Quad-Cities Investment Group
Iowa
$447K
MFWP
1472
Mosaic Family Wealth Partners
Missouri
$446K
AC
1473
Aldebaran Capital
Indiana
$446K
BCM
1474
Bayesian Capital Management
New York
$446K
FWM
1475
Focused Wealth Management
New York
$445K