DUK icon

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
TCM
1751
Traynor Capital Management
Pennsylvania
$293K
CPA
1752
Capital Performance Advisors
California
$292K
CC
1753
Cultivar Capital
Texas
$292K
IC
1754
Inscription Capital
Texas
$292K
S
1755
Sunpointe
Missouri
$291K
CPA
1756
Cardiff Park Advisors
California
$291K
LGWM
1757
Litman Gregory Wealth Management
California
$291K
CG
1758
Curat Global
New Hampshire
$291K
FRA
1759
Front Row Advisors
California
$290K
CM
1760
Cornerstone Management
Georgia
$290K
CSA
1761
Cottage Street Advisors
Massachusetts
$289K
KWM
1762
KFG Wealth Management
Indiana
$289K
EIP
1763
Ellis Investment Partners
Pennsylvania
$289K
PWM
1764
Partners Wealth Management
California
$288K
WAM
1765
Weatherly Asset Management
California
$288K
AIA
1766
Alternative Investment Advisors
Florida
$288K
SCP
1767
Sivia Capital Partners
California
$288K
FUBT
1768
First United Bank & Trust
Maryland
$288K
CPRC
1769
Consolidated Portfolio Review Corp
New York
$286K
AIM
1770
Alhambra Investment Management
Florida
$286K
BCCM
1771
Bridge Creek Capital Management
Massachusetts
$285K
KOC
1772
Koss-Olinger Consulting
Florida
$285K
MAM
1773
Mainsail Asset Management
Alabama
$285K
TFP
1774
Tilia Fiduciary Partners
North Carolina
$284K
WSA
1775
Warm Springs Advisors
California
$284K