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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
MHC
1576
May Hill Capital
Massachusetts
$374K
HWA
1577
Heartwood Wealth Advisors
Virginia
$374K
SWM
1578
Shepherd Wealth Management
Ohio
$373K
JC
1579
JB Capital
Connecticut
$373K
TBT
1580
Texas Bank & Trust
Texas
$372K
EFSCE
1581
Enterprise Financial Services Corp (EFSC)
Missouri
$371K
WPI
1582
Walter Public Investments
Canada
$371K
CWM
1583
Centurion Wealth Management
Virginia
$370K
AFAS
1584
Acorn Financial Advisory Services
Virginia
$369K
CG
1585
CFO4Life Group
Texas
$369K
CCFM
1586
Clear Creek Financial Management
Washington
$369K
DOA
1587
D'Orazio & Associates
Virginia
$368K
AA
1588
Acorns Advisers
California
$366K
MA
1589
MKT Advisors
California
$366K
BWCS
1590
Beirne Wealth Consulting Services
Connecticut
$366K
RWP
1591
Revolve Wealth Partners
New Jersey
$365K
LAS
1592
Lloyd Advisory Services
Georgia
$364K
BFAG
1593
Blackston Financial Advisory Group
Florida
$364K
VST
1594
Van Strum & Towne
California
$364K
CCM
1595
Chiron Capital Management
Florida
$362K
RCA
1596
Resonant Capital Advisors
Wisconsin
$362K
CBT
1597
Central Bank & Trust
Kentucky
$362K
SAM
1598
Sequent Asset Management
Texas
$361K
NHT
1599
New Hampshire Trust
New Hampshire
$359K
MCA
1600
Magnolia Capital Advisors
Mississippi
$357K