DUK icon

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
CCM
1576
Charter Capital Management
Wisconsin
$376K
MHR
1577
Matthew Hamilton Rosenberg
$376K
BWA
1578
Bestgate Wealth Advisors
Maryland
$376K
CIG
1579
Cascade Investment Group
Colorado
$376K
FHC
1580
First Heartland Consultants
Missouri
$376K
NG
1581
Novem Group
New York
$375K
BAM
1582
Berkshire Asset Management
Pennsylvania
$375K
MAWA
1583
Moss Adams Wealth Advisors
Washington
$375K
MHC
1584
May Hill Capital
Massachusetts
$374K
HWA
1585
Heartwood Wealth Advisors
Virginia
$374K
SWM
1586
Shepherd Wealth Management
Ohio
$373K
JC
1587
JB Capital
Connecticut
$373K
TBT
1588
Texas Bank & Trust
Texas
$372K
EFSCE
1589
Enterprise Financial Services Corp (EFSC)
Missouri
$371K
WPI
1590
Walter Public Investments
Canada
$371K
CWM
1591
Centurion Wealth Management
Virginia
$370K
AFAS
1592
Acorn Financial Advisory Services
Virginia
$369K
CG
1593
CFO4Life Group
Texas
$369K
CCFM
1594
Clear Creek Financial Management
Washington
$369K
DOA
1595
D'Orazio & Associates
Virginia
$368K
AA
1596
Acorns Advisers
California
$366K
MA
1597
MKT Advisors
California
$366K
BWCS
1598
Beirne Wealth Consulting Services
Connecticut
$366K
RWP
1599
Revolve Wealth Partners
New Jersey
$365K
LAS
1600
Lloyd Advisory Services
Georgia
$364K