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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
COI
1501
Connable Office Inc
Michigan
$426K
AF
1502
Aldebaran Financial
$425K
CIA
1503
Cape Investment Advisory
Georgia
$424K
UFF
1504
USA Financial Formulas
Michigan
$424K
NSIM
1505
North Star Investment Management
Illinois
$424K
SAM
1506
Secure Asset Management
Michigan
$423K
AWP
1507
Atlas Wealth Partners
Pennsylvania
$422K
C
1508
Certuity
Florida
$420K
EGM
1509
Engineers Gate Manager
New York
$420K
RMDI
1510
R.M. Davis Inc
Maine
$420K
BIA
1511
Beacon Investment Advisors
Maryland
$419K
OFS
1512
OMC Financial Services
New York
$419K
HFS
1513
Hantz Financial Services
Michigan
$418K
PL
1514
Perpetual Ltd
Australia
$416K
HFP
1515
Holistic Financial Partners
Indiana
$416K
MWM
1516
Mindset Wealth Management
Indiana
$415K
ASC
1517
Atalanta Sosnoff Capital
New York
$414K
CFS
1518
Commonwealth Financial Services
West Virginia
$414K
AL
1519
Aspiriant LLC
California
$414K
DSC
1520
Duncker Streett & Co
Missouri
$410K
FFG
1521
Fiduciary Financial Group
California
$409K
BSSFA
1522
Baron Silver Stevens Financial Advisors
Florida
$409K
OWA
1523
Opal Wealth Advisors
New York
$408K
BS
1524
Banco Santander
Spain
$407K
CIA
1525
Cladis Investment Advisory
Montana
$407K