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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
VP
1476
Verum Partners
North Carolina
$441K
GBT
1477
Grove Bank & Trust
Florida
$438K
GSWA
1478
Good Steward Wealth Advisors
Tennessee
$438K
Fiera Capital (Canada)
1479
Fiera Capital (Canada)
Quebec, Canada
$436K
WKWM
1480
Walter & Keenan Wealth Management
Indiana
$436K
SFP
1481
Sandbox Financial Partners
Maryland
$436K
VFP
1482
Verus Financial Partners
Virginia
$435K
AWAP
1483
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$434K
DWM
1484
Drive Wealth Management
Utah
$432K
RWM
1485
RKL Wealth Management
Pennsylvania
$432K
BFC
1486
Bedel Financial Consulting
Indiana
$431K
AWM
1487
Accel Wealth Management
Iowa
$430K
YP
1488
YANKCOM Partnership
South Dakota
$429K
CFS
1489
CRA Financial Services
New Jersey
$429K
RZH
1490
Relyea Zuckerberg Hanson
Connecticut
$428K
MIP
1491
Marietta Investment Partners
Wisconsin
$426K
API
1492
Asset Planning Inc
California
$426K
ADL
1493
Asset Dedication LLC
California
$426K
COI
1494
Connable Office Inc
Michigan
$426K
AF
1495
Aldebaran Financial
$425K
UFF
1496
USA Financial Formulas
Michigan
$424K
NSIM
1497
North Star Investment Management
Illinois
$424K
SAM
1498
Secure Asset Management
Michigan
$423K
AWP
1499
Atlas Wealth Partners
Pennsylvania
$422K
C
1500
Certuity
Florida
$420K