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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
RFS
1601
Richardson Financial Services
Massachusetts
$357K
SJL
1602
Shayne & Jacobs LLC
Tennessee
$357K
Kayne Anderson Rudnick Investment Management
1603
Kayne Anderson Rudnick Investment Management
California
$355K
UWP
1604
Uniting Wealth Partners
Kansas
$355K
1WM
1605
1900 Wealth Management
Texas
$355K
AWM
1606
Adams Wealth Management
Utah
$355K
CI
1607
CacheTech Inc
Utah
$355K
PG
1608
Prostatis Group
Maryland
$354K
SAM
1609
Smith Asset Management
Florida
$354K
KC
1610
Knuff & Co
California
$354K
MAV
1611
Mason & Associates (Virginia)
Virginia
$353K
HF
1612
Holcombe Financial
Georgia
$353K
ISFAN
1613
Investor's Fiduciary Advisor Network
Washington
$353K
ABWM
1614
Alpine Bank Wealth Management
Colorado
$353K
AWA
1615
AmeriServ Wealth Advisors
Pennsylvania
$353K
TWP
1616
Triad Wealth Partners
Kansas
$352K
BHPW
1617
Beverly Hills Private Wealth
California
$352K
IA
1618
IFC Advisors
California
$351K
WCP
1619
Wealthcare Capital Partners
Pennsylvania
$350K
SWM
1620
Salvus Wealth Management
New Jersey
$350K
LBC
1621
Leigh Baldwin & Co
New York
$350K
NAMNJ
1622
NorthStar Asset Management (New Jersey)
New Jersey
$349K
WEG
1623
World Equity Group
Illinois
$349K
LT
1624
Legacy Trust
Michigan
$349K
TAM
1625
Titleist Asset Management
Texas
$348K