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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
EA
1676
Everpar Advisors
Oklahoma
$322K
WQ
1677
Wealth Quarterback
New Jersey
$322K
AG
1678
AlTi Global
New York
$322K
UF
1679
Univest Financial
Pennsylvania
$321K
RBWA
1680
RFG - Bristol Wealth Advisors
Massachusetts
$321K
SA
1681
Sovran Advisors
California
$321K
BWMG
1682
Barnes Wealth Management Group
California
$321K
CNBTD
1683
Citizens National Bank Trust Department
Mississippi
$321K
SFG
1684
Sovereign Financial Group
Connecticut
$321K
CA
1685
Capital Advantage
California
$320K
LA
1686
LexAurum Advisors
Kansas
$320K
PA
1687
PSI Advisors
Florida
$320K
HPIA
1688
Hamilton Point Investment Advisors
North Carolina
$320K
FMI
1689
F/M Investments
District of Columbia
$319K
FFG
1690
Fortem Financial Group
California
$319K
RCWM
1691
Royal Capital Wealth Management
Indiana
$318K
CMAI
1692
Capital Management Associates Inc
Minnesota
$318K
LCM
1693
LCM Capital Management
Illinois
$317K
LCM
1694
Lazari Capital Management
California
$316K
FBT
1695
First Bankers Trust
Kentucky
$315K
VCM
1696
Versant Capital Management
Arizona
$314K
HGA
1697
Hobbs Group Advisors
South Carolina
$314K
CP
1698
Castleview Partners
Texas
$313K
BWM
1699
Blossom Wealth Management
California
$313K
IPW
1700
Intergy Private Wealth
Colorado
$312K