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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
BI
1826
Binnacle Investments
Iowa
$256K
BW
1827
Balance Wealth
Ohio
$256K
WFA
1828
Wellspring Financial Advisors
Ohio
$255K
SA
1829
Shilanski & Associates
Alaska
$254K
PWPS
1830
Pinnacle Wealth Planning Services
Ohio
$253K
SCM
1831
Sunbeam Capital Management
Georgia
$252K
OWM
1832
OneAscent Wealth Management
Alabama
$252K
CCA
1833
Clearwater Capital Advisors
Illinois
$251K
RWM
1834
Riverbend Wealth Management
South Carolina
$251K
LPT
1835
Legacy Private Trust
Wisconsin
$251K
TW
1836
TritonPoint Wealth
Maryland
$250K
CWM
1837
CarsonAllaria Wealth Management
Illinois
$250K
CCM
1838
Canal Capital Management
Virginia
$250K
PWA
1839
Physician Wealth Advisors
Utah
$250K
GF
1840
Gries Financial
Ohio
$250K
CWIG
1841
Chung Wu Investment Group
Texas
$250K
PP
1842
Patron Partners
Texas
$250K
LSIA
1843
LaSalle St. Investment Advisors
Illinois
$249K
OFG
1844
Oxford Financial Group
Indiana
$249K
TFG
1845
Taylor Financial Group
Virginia
$249K
ST
1846
Sentinel Trust
Texas
$248K
MAM
1847
McLean Asset Management
Virginia
$248K
WCA
1848
Westover Capital Advisors
Delaware
$248K
GCM
1849
Graver Capital Management
Ohio
$248K
GA
1850
Goldstein Advisors
Wisconsin
$248K