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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
BFAG
1601
Blackston Financial Advisory Group
Florida
$364K
VST
1602
Van Strum & Towne
California
$364K
FS
1603
Financial Symmetry
North Carolina
$364K
CCM
1604
Chiron Capital Management
Florida
$362K
RCA
1605
Resonant Capital Advisors
Wisconsin
$362K
CBT
1606
Central Bank & Trust
Kentucky
$362K
SAM
1607
Sequent Asset Management
Texas
$361K
NHT
1608
New Hampshire Trust
New Hampshire
$359K
MCA
1609
Magnolia Capital Advisors
Mississippi
$357K
RFS
1610
Richardson Financial Services
Massachusetts
$357K
SJL
1611
Shayne & Jacobs LLC
Tennessee
$357K
Kayne Anderson Rudnick Investment Management
1612
Kayne Anderson Rudnick Investment Management
California
$355K
UWP
1613
Uniting Wealth Partners
Kansas
$355K
1WM
1614
1900 Wealth Management
Texas
$355K
AWM
1615
Adams Wealth Management
Utah
$355K
CI
1616
CacheTech Inc
Utah
$355K
PG
1617
Prostatis Group
Maryland
$354K
SAM
1618
Smith Asset Management
Florida
$354K
KC
1619
Knuff & Co
California
$354K
MAV
1620
Mason & Associates (Virginia)
Virginia
$353K
HF
1621
Holcombe Financial
Georgia
$353K
ISFAN
1622
Investor's Fiduciary Advisor Network
Washington
$353K
ABWM
1623
Alpine Bank Wealth Management
Colorado
$353K
AWA
1624
AmeriServ Wealth Advisors
Pennsylvania
$353K
TWP
1625
Triad Wealth Partners
Kansas
$352K