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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
CWM
1826
CarsonAllaria Wealth Management
Illinois
$250K
PWA
1827
Physician Wealth Advisors
Utah
$250K
GF
1828
Gries Financial
Ohio
$250K
CWIG
1829
Chung Wu Investment Group
Texas
$250K
PP
1830
Patron Partners
Texas
$250K
LSIA
1831
LaSalle St. Investment Advisors
Illinois
$249K
OFG
1832
Oxford Financial Group
Indiana
$249K
TFG
1833
Taylor Financial Group
Virginia
$249K
ST
1834
Sentinel Trust
Texas
$248K
MAM
1835
McLean Asset Management
Virginia
$248K
GCM
1836
Graver Capital Management
Ohio
$248K
WCA
1837
Westover Capital Advisors
Delaware
$248K
GA
1838
Goldstein Advisors
Wisconsin
$248K
VHAM
1839
Van Hulzen Asset Management
California
$247K
FGWP
1840
Founders Grove Wealth Partners
Virginia
$247K
ONB
1841
Old National Bancorp
Indiana
$247K
LKIM
1842
Lawson Kroeker Investment Management
Nebraska
$246K
TAFW
1843
Tred Avon Family Wealth
Maryland
$246K
AFW
1844
Atlantic Family Wealth
Florida
$246K
BMC
1845
Benin Management Corp
Connecticut
$246K
TWP
1846
Tower Wealth Partners
Pennsylvania
$245K
SIS
1847
Strategic Investment Solutions
Illinois
$245K
AFM
1848
Armstrong Fleming & Moore
District of Columbia
$245K
CFSG
1849
Community Financial Services Group
Vermont
$245K
HBW
1850
Hazlett, Burt & Watson
West Virginia
$244K