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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
MWA
1526
Muirfield Wealth Advisors
North Carolina
$405K
CFG
1527
Cooper Financial Group
California
$404K
MAM
1528
MWA Asset Management
Massachusetts
$403K
FBFS
1529
First Business Financial Services
Wisconsin
$402K
CL
1530
CVFG LLC
Indiana
$401K
PHWM
1531
Pine Harbor Wealth Management
Maryland
$401K
TFO
1532
Timonier Family Office
North Carolina
$401K
LA
1533
Latitude Advisors
Florida
$399K
MWP
1534
Meriwether Wealth & Planning
Louisiana
$399K
LMKC
1535
L.M. Kohn & Company
Ohio
$399K
WBWA
1536
William B. Walkup & Associates
South Carolina
$399K
BTW
1537
Boston Trust Walden
Massachusetts
$398K
JWM
1538
Jackson Wealth Management
Florida
$398K
CIM
1539
CIM Investment Management
Pennsylvania
$398K
CAAS
1540
Capital Asset Advisory Services
Michigan
$398K
CST
1541
Charles Schwab Trust
Nevada
$397K
CFA
1542
CWS Financial Advisors
Michigan
$396K
KCM
1543
Kathmere Capital Management
Pennsylvania
$396K
FDW
1544
Fourth Dimension Wealth
Ohio
$395K
FPW
1545
Fairvoy Private Wealth
Alabama
$395K
CIA
1546
Choate Investment Advisors
Massachusetts
$393K
FCFC
1547
First Citizens Financial Corp
Iowa
$393K
CB
1548
CNB Bank
Pennsylvania
$392K
BMC
1549
Beaton Management Company
Massachusetts
$392K
SAW
1550
Signal Advisors Wealth
Michigan
$392K