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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
SFG
1651
Sather Financial Group
Texas
$332K
MSFP
1652
Mark Sheptoff Financial Planning
Connecticut
$332K
FG
1653
Foster Group
Iowa
$331K
SWM
1654
SpringVest Wealth Management
Texas
$331K
QIM
1655
Quest Investment Management
Oregon
$331K
GAM
1656
Griffin Asset Management
New York
$331K
PB
1657
Pinnacle Bancorp
Nebraska
$331K
BC
1658
Burney Company
Virginia
$330K
CCA
1659
Cravens & Co Advisors
Tennessee
$329K
PCA
1660
Pallas Capital Advisors
Massachusetts
$329K
OA
1661
Oxbow Advisors
Texas
$328K
TB
1662
Terril Brothers
Missouri
$328K
AFGAS
1663
Allegiance Financial Group Advisory Services
Virginia
$328K
SWA
1664
Strata Wealth Advisors
Texas
$327K
GHAM
1665
Gilman Hill Asset Management
Connecticut
$327K
FTUS
1666
Flow Traders U.S.
New York
$327K
KA
1667
Kozak & Associates
Colorado
$327K
JWBC
1668
J.W. Burns & Co
New York
$327K
FMTC
1669
Farmers & Merchants Trust Company
California
$326K
GT
1670
GreatBanc Trust
Illinois
$325K
WAC
1671
William Allan Corp
Colorado
$325K
RPC
1672
Rossmore Private Capital
Connecticut
$324K
BCM
1673
Banyan Capital Management
Georgia
$324K
PWM
1674
Partnership Wealth Management
Maryland
$323K
WPC
1675
White Pine Capital
Minnesota
$322K