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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
CW
1551
Channel Wealth
California
$389K
SAM
1552
Summit Asset Management
Tennessee
$388K
MSWMA
1553
Market Street Wealth Management Advisors
Indiana
$386K
TCA
1554
Transcend Capital Advisors
New Jersey
$386K
NPF
1555
Norris Perne & French
Michigan
$386K
WPA
1556
West Paces Advisors
Georgia
$384K
WC
1557
Westhampton Capital
North Carolina
$383K
MA
1558
MCF Advisors
Kentucky
$383K
SPWG
1559
Syntegra Private Wealth Group
Missouri
$382K
MIC
1560
Means Investment Company
Maine
$381K
CAWM
1561
Capital Advisors Wealth Management
Washington
$380K
WP
1562
Waycross Partners
Kentucky
$379K
LIA
1563
LSP Investment Advisors
New York
$379K
WA1
1564
Wimmer Associates 1
California
$378K
SN
1565
Sittner & Nelson
Oregon
$378K
EB
1566
Exchange Bank
California
$377K
BBNB
1567
Baker Boyer National Bank
Washington
$376K
CCM
1568
Charter Capital Management
Wisconsin
$376K
MHR
1569
Matthew Hamilton Rosenberg
$376K
BWA
1570
Bestgate Wealth Advisors
Maryland
$376K
CIG
1571
Cascade Investment Group
Colorado
$376K
FHC
1572
First Heartland Consultants
Missouri
$376K
NG
1573
Novem Group
New York
$375K
BAM
1574
Berkshire Asset Management
Pennsylvania
$375K
MAWA
1575
Moss Adams Wealth Advisors
Washington
$375K