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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
ECM
1801
Eisler Capital Management
United Kingdom
$261K
PWM
1802
Provident Wealth Management
Tennessee
$261K
LCM
1803
Liberty Capital Management
Michigan
$260K
LAM
1804
Longboard Asset Management
Arizona
$260K
AF
1805
Abound Financial
California
$260K
WAG
1806
Winthrop Advisory Group
Massachusetts
$260K
OF
1807
Optimize Financial
California
$259K
PMSA
1808
Patrick M. Sweeney & Associates
Illinois
$259K
KIM
1809
Kestra Investment Management
Texas
$258K
BF
1810
bLong Financial
Tennessee
$258K
PCA
1811
Peddock Capital Advisors
Massachusetts
$257K
FC
1812
Financial Consulate
Maryland
$256K
PTB
1813
Pioneer Trust Bank
Oregon
$256K
Financial Engines Advisors
1814
Financial Engines Advisors
California
$256K
BI
1815
Binnacle Investments
Iowa
$256K
BW
1816
Balance Wealth
Ohio
$256K
WFA
1817
Wellspring Financial Advisors
Ohio
$255K
SA
1818
Shilanski & Associates
Alaska
$254K
PWPS
1819
Pinnacle Wealth Planning Services
Ohio
$253K
SCM
1820
Sunbeam Capital Management
Georgia
$252K
OWM
1821
OneAscent Wealth Management
Alabama
$252K
CCA
1822
Clearwater Capital Advisors
Illinois
$251K
RWM
1823
Riverbend Wealth Management
South Carolina
$251K
LPT
1824
Legacy Private Trust
Wisconsin
$251K
TW
1825
TritonPoint Wealth
Maryland
$250K