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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
4WM
1551
44 Wealth Management
Oregon
$392K
OBWG
1552
Onyx Bridge Wealth Group
New York
$392K
MGAM
1553
McGowan Group Asset Management
Texas
$392K
BWM
1554
BKM Wealth Management
Wisconsin
$391K
MCM
1555
Marathon Capital Management
Maryland
$391K
CS
1556
Cannell & Spears
New York
$391K
AWM
1557
Avior Wealth Management
Nebraska
$390K
FA
1558
Fagan Associates
New York
$390K
CW
1559
Channel Wealth
California
$389K
SAM
1560
Summit Asset Management
Tennessee
$388K
MSWMA
1561
Market Street Wealth Management Advisors
Indiana
$386K
TCA
1562
Transcend Capital Advisors
New Jersey
$386K
NPF
1563
Norris Perne & French
Michigan
$386K
WPA
1564
West Paces Advisors
Georgia
$384K
WC
1565
Westhampton Capital
North Carolina
$383K
MA
1566
MCF Advisors
Kentucky
$383K
SPWG
1567
Syntegra Private Wealth Group
Missouri
$382K
MIC
1568
Means Investment Company
Maine
$381K
CAWM
1569
Capital Advisors Wealth Management
Washington
$380K
WP
1570
Waycross Partners
Kentucky
$379K
LIA
1571
LSP Investment Advisors
New York
$379K
WA1
1572
Wimmer Associates 1
California
$378K
SN
1573
Sittner & Nelson
Oregon
$378K
EB
1574
Exchange Bank
California
$377K
BBNB
1575
Baker Boyer National Bank
Washington
$376K