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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
AWA
1701
A4 Wealth Advisors
North Carolina
$311K
WTA
1702
Washington Trust Advisors
Massachusetts
$310K
SW
1703
Schulz Wealth
Texas
$310K
FLFS
1704
Family Legacy Financial Solutions
North Carolina
$310K
MWM
1705
Maltin Wealth Management
New Jersey
$309K
MEAC
1706
M.E. Allison & Co
Texas
$308K
LRPA
1707
L. Roy Papp & Associates
Arizona
$308K
GD
1708
Grandfield & Dodd
New York
$308K
LFG
1709
Lockerman Financial Group
California
$307K
FA
1710
Fountainhead AM
New Jersey
$307K
CH
1711
Cromwell Holdings
Wyoming
$306K
CM
1712
Capula Management
Cayman Islands
$306K
NSAM
1713
North Star Asset Management
Wisconsin
$305K
AWM
1714
Angeles Wealth Management
California
$305K
FFWA
1715
FRG Family Wealth Advisors
Washington
$303K
CSPIA
1716
Cary Street Partners Investment Advisory
Virginia
$303K
RDFA
1717
Ritter Daniher Financial Advisory
Ohio
$303K
SSA
1718
Schonfeld Strategic Advisors
New York
$302K
FA
1719
FDx Advisors
Illinois
$302K
TWM
1720
Tradition Wealth Management
Minnesota
$302K
1C
1721
111 Capital
France
$301K
KBFS
1722
Kohmann Bosshard Financial Services
Ohio
$301K
LCWP
1723
Legacy Capital Wealth Partners
Arkansas
$300K
RWI
1724
Red Wave Investments
Pennsylvania
$300K
TCWM
1725
Total Clarity Wealth Management
Illinois
$300K