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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
EGM
1501
Engineers Gate Manager
New York
$420K
RMDI
1502
R.M. Davis Inc
Maine
$420K
BIA
1503
Beacon Investment Advisors
Maryland
$419K
OFS
1504
OMC Financial Services
New York
$419K
HFS
1505
Hantz Financial Services
Michigan
$418K
PL
1506
Perpetual Ltd
Australia
$416K
HFP
1507
Holistic Financial Partners
Indiana
$416K
MWM
1508
Mindset Wealth Management
Indiana
$415K
ASC
1509
Atalanta Sosnoff Capital
New York
$414K
CFS
1510
Commonwealth Financial Services
West Virginia
$414K
AL
1511
Aspiriant LLC
California
$414K
DSC
1512
Duncker Streett & Co
Missouri
$410K
FFG
1513
Fiduciary Financial Group
California
$409K
BSSFA
1514
Baron Silver Stevens Financial Advisors
Florida
$409K
OWA
1515
Opal Wealth Advisors
New York
$408K
BS
1516
Banco Santander
Spain
$407K
CIA
1517
Cladis Investment Advisory
Montana
$407K
MWA
1518
Muirfield Wealth Advisors
North Carolina
$405K
CFG
1519
Cooper Financial Group
California
$404K
MAM
1520
MWA Asset Management
Massachusetts
$403K
FBFS
1521
First Business Financial Services
Wisconsin
$402K
CL
1522
CVFG LLC
Indiana
$401K
PHWM
1523
Pine Harbor Wealth Management
Maryland
$401K
TFO
1524
Timonier Family Office
North Carolina
$401K
LA
1525
Latitude Advisors
Florida
$399K