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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
NWMG
1776
Nicholson Wealth Management Group
South Carolina
$284K
BFA
1777
Buttonwood Financial Advisors
Maryland
$283K
SI
1778
Severin Investments
Missouri
$282K
GG
1779
Gleason Group
Kentucky
$282K
KA
1780
Klingman & Associates
New York
$281K
JF
1781
Joule Financial
Kentucky
$281K
SF
1782
Slagle Financial
Illinois
$281K
SIC
1783
Sigma Investment Counselors
Michigan
$279K
VCAM
1784
Van Cleef Asset Management
Ohio
$278K
MWM
1785
Manske Wealth Management
Texas
$277K
KSB
1786
Kennebec Savings Bank
Maine
$277K
CSB
1787
City State Bank
Iowa
$276K
MKC
1788
M. Kraus & Co
Vermont
$276K
FPWM
1789
FSB Premier Wealth Management
Iowa
$275K
PIA
1790
Perennial Investment Advisors
California
$275K
CIC
1791
Chilton Investment Company
Connecticut
$275K
CFSG
1792
Clark Financial Services Group
Missouri
$274K
TI
1793
tru Independence
Oregon
$273K
EL
1794
EWA LLC
Pennsylvania
$273K
MPCG
1795
Matrix Private Capital Group
New York
$272K
JAA
1796
Joel Adams & Associates
North Carolina
$271K
CPA
1797
Capital Planning Advisors
California
$270K
VFPW
1798
Vantage Financial Partners (Wisconsin)
Wisconsin
$270K
RBC
1799
Roble Belko & Company
Pennsylvania
$270K
FMTCOCP
1800
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$268K