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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
CM
1751
Cornerstone Management
Georgia
$290K
CSA
1752
Cottage Street Advisors
Massachusetts
$289K
KWM
1753
KFG Wealth Management
Indiana
$289K
EIP
1754
Ellis Investment Partners
Pennsylvania
$289K
PWM
1755
Partners Wealth Management
California
$288K
WAM
1756
Weatherly Asset Management
California
$288K
SCP
1757
Sivia Capital Partners
California
$288K
FUBT
1758
First United Bank & Trust
Maryland
$288K
CPRC
1759
Consolidated Portfolio Review Corp
New York
$286K
AIM
1760
Alhambra Investment Management
Florida
$286K
BCCM
1761
Bridge Creek Capital Management
Massachusetts
$285K
KOC
1762
Koss-Olinger Consulting
Florida
$285K
MAM
1763
Mainsail Asset Management
Alabama
$285K
TFP
1764
Tilia Fiduciary Partners
North Carolina
$284K
WSA
1765
Warm Springs Advisors
California
$284K
NWMG
1766
Nicholson Wealth Management Group
South Carolina
$284K
BFA
1767
Buttonwood Financial Advisors
Maryland
$283K
SIL
1768
Severin Investments, LLC
Missouri
$282K
GG
1769
Gleason Group
Kentucky
$282K
KA
1770
Klingman & Associates
New York
$281K
JF
1771
Joule Financial
Kentucky
$281K
SF
1772
Slagle Financial
Illinois
$281K
SIC
1773
Sigma Investment Counselors
Michigan
$279K
VCAM
1774
Van Cleef Asset Management
Ohio
$278K
MWM
1775
Manske Wealth Management
Texas
$277K