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
OPPS
1801
Obsidian Personal Planning Solutions
Maryland
$268K
AA
1802
Auxano Advisors
Washington
$266K
ST
1803
Smithfield Trust
Pennsylvania
$266K
DWM
1804
Darwin Wealth Management
Florida
$265K
HNB
1805
Hilltop National Bank
Wyoming
$264K
SFM
1806
Signet Financial Management
New Jersey
$264K
RAG
1807
RIA Advisory Group
Iowa
$264K
EIA
1808
Edgemoor Investment Advisors
Maryland
$263K
EIM
1809
Essex Investment Management
Massachusetts
$263K
OL
1810
OneFund LLC
Florida
$261K
ECM
1811
Eisler Capital Management
United Kingdom
$261K
PWM
1812
Provident Wealth Management
Tennessee
$261K
LCM
1813
Liberty Capital Management
Michigan
$260K
LAM
1814
Longboard Asset Management
Arizona
$260K
AF
1815
Abound Financial
California
$260K
WAG
1816
Winthrop Advisory Group
Massachusetts
$260K
OF
1817
Optimize Financial
California
$259K
TAM
1818
Tucker Asset Management
Colorado
$259K
PMSA
1819
Patrick M. Sweeney & Associates
Illinois
$259K
KIM
1820
Kestra Investment Management
Texas
$258K
BF
1821
bLong Financial
Tennessee
$258K
PCA
1822
Peddock Capital Advisors
Massachusetts
$257K
FC
1823
Financial Consulate
Maryland
$256K
PTB
1824
Pioneer Trust Bank
Oregon
$256K
Financial Engines Advisors
1825
Financial Engines Advisors
California
$256K