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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
CMAI
1701
Capital Management Associates Inc
Minnesota
$318K
LCM
1702
LCM Capital Management
Illinois
$317K
LCM
1703
Lazari Capital Management
California
$316K
FBT
1704
First Bankers Trust
Kentucky
$315K
VCM
1705
Versant Capital Management
Arizona
$314K
HGA
1706
Hobbs Group Advisors
South Carolina
$314K
CP
1707
Castleview Partners
Texas
$313K
BWM
1708
Blossom Wealth Management
California
$313K
IPW
1709
Intergy Private Wealth
Colorado
$312K
AWA
1710
A4 Wealth Advisors
North Carolina
$311K
WTA
1711
Washington Trust Advisors
Massachusetts
$310K
SW
1712
Schulz Wealth
Texas
$310K
FLFS
1713
Family Legacy Financial Solutions
North Carolina
$310K
MWM
1714
Maltin Wealth Management
New Jersey
$309K
MEAC
1715
M.E. Allison & Co
Texas
$308K
LRPA
1716
L. Roy Papp & Associates
Arizona
$308K
GD
1717
Grandfield & Dodd
New York
$308K
LFG
1718
Lockerman Financial Group
California
$307K
FA
1719
Fountainhead AM
New Jersey
$307K
CH
1720
Cromwell Holdings
Wyoming
$306K
CM
1721
Capula Management
Cayman Islands
$306K
NSAM
1722
North Star Asset Management
Wisconsin
$305K
AWM
1723
Angeles Wealth Management
California
$305K
FFWA
1724
FRG Family Wealth Advisors
Washington
$303K
CSPIA
1725
Cary Street Partners Investment Advisory
Virginia
$303K