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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
MWP
1526
Meriwether Wealth & Planning
Louisiana
$399K
LMKC
1527
L.M. Kohn & Company
Ohio
$399K
WBWA
1528
William B. Walkup & Associates
South Carolina
$399K
BTW
1529
Boston Trust Walden
Massachusetts
$398K
JWM
1530
Jackson Wealth Management
Florida
$398K
CIM
1531
CIM Investment Management
Pennsylvania
$398K
CAAS
1532
Capital Asset Advisory Services
Michigan
$398K
CST
1533
Charles Schwab Trust
Nevada
$397K
CFA
1534
CWS Financial Advisors
Michigan
$396K
KCM
1535
Kathmere Capital Management
Pennsylvania
$396K
FDW
1536
Fourth Dimension Wealth
Ohio
$395K
FPW
1537
Fairvoy Private Wealth
Alabama
$395K
CIA
1538
Choate Investment Advisors
Massachusetts
$393K
FCFC
1539
First Citizens Financial Corp
Iowa
$393K
CB
1540
CNB Bank
Pennsylvania
$392K
BMC
1541
Beaton Management Company
Massachusetts
$392K
SAW
1542
Signal Advisors Wealth
Michigan
$392K
4WM
1543
44 Wealth Management
Oregon
$392K
OBWG
1544
Onyx Bridge Wealth Group
New York
$392K
MGAM
1545
McGowan Group Asset Management
Texas
$392K
BWM
1546
BKM Wealth Management
Wisconsin
$391K
MCM
1547
Marathon Capital Management
Maryland
$391K
CS
1548
Cannell & Spears
New York
$391K
AWM
1549
Avior Wealth Management
Nebraska
$390K
FA
1550
Fagan Associates
New York
$390K