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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
KSB
1776
Kennebec Savings Bank
Maine
$277K
CSB
1777
City State Bank
Iowa
$276K
MKC
1778
M. Kraus & Co
Vermont
$276K
FPWM
1779
FSB Premier Wealth Management
Iowa
$275K
PIA
1780
Perennial Investment Advisors
California
$275K
CIC
1781
Chilton Investment Company
Connecticut
$275K
CFSG
1782
Clark Financial Services Group
Missouri
$274K
TI
1783
tru Independence
Oregon
$273K
EL
1784
EWA LLC
Pennsylvania
$273K
MPCG
1785
Matrix Private Capital Group
New York
$272K
JAA
1786
Joel Adams & Associates
North Carolina
$271K
CPA
1787
Capital Planning Advisors
California
$270K
VFPW
1788
Vantage Financial Partners (Wisconsin)
Wisconsin
$270K
RBC
1789
Roble Belko & Company
Pennsylvania
$270K
FMTCOCP
1790
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$268K
OPPS
1791
Obsidian Personal Planning Solutions
Maryland
$268K
AA
1792
Auxano Advisors
Washington
$266K
ST
1793
Smithfield Trust
Pennsylvania
$266K
DWM
1794
Darwin Wealth Management
Florida
$265K
HNB
1795
Hilltop National Bank
Wyoming
$264K
SFM
1796
Signet Financial Management
New Jersey
$264K
RAG
1797
RIA Advisory Group
Iowa
$264K
EIA
1798
Edgemoor Investment Advisors
Maryland
$263K
EIM
1799
Essex Investment Management
Massachusetts
$263K
OL
1800
OneFund LLC
Florida
$261K