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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
LIG
1726
Lokken Investment Group
Delaware
$300K
RC
1727
Rexford Capital
Texas
$299K
HWM
1728
Howard Wealth Management
Connecticut
$299K
DE
1729
Diversified Enterprises
Delaware
$299K
SIM
1730
Sentry Investment Management
Wisconsin
$299K
CAM
1731
Cozad Asset Management
Illinois
$299K
AA
1732
Apriem Advisors
California
$299K
SPF
1733
South Plains Financial
Texas
$299K
VAG
1734
VisionPoint Advisory Group
Texas
$298K
SL
1735
Sentinus LLC
Illinois
$298K
KIA
1736
Kraematon Investment Advisors
Massachusetts
$295K
CRI
1737
Colonial River Investments
Virginia
$294K
FFB
1738
First Financial Bankshares
Texas
$294K
GWP
1739
Gateway Wealth Partners
Wisconsin
$294K
AWS
1740
Arkfeld Wealth Strategies
Nebraska
$294K
MFS
1741
Miller Financial Services
Michigan
$294K
TCM
1742
Traynor Capital Management
Pennsylvania
$293K
CPA
1743
Capital Performance Advisors
California
$292K
CC
1744
Cultivar Capital
Texas
$292K
IC
1745
Inscription Capital
Texas
$292K
S
1746
Sunpointe
Missouri
$291K
CPA
1747
Cardiff Park Advisors
California
$291K
LGWM
1748
Litman Gregory Wealth Management
California
$291K
CG
1749
Curat Global
New Hampshire
$291K
FRA
1750
Front Row Advisors
California
$290K