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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
MWM
1851
MGB Wealth Management
Texas
$244K
FCA
1852
Fortis Capital Advisors
Kansas
$243K
CPC
1853
Consolidated Planning Corp
Georgia
$243K
MF
1854
Meridian Financial
Massachusetts
$242K
FS
1855
Ferguson Shapiro
Georgia
$241K
AMM
1856
American Money Management
California
$241K
YLHM
1857
Yelin Lapidot Holdings Management
Israel
$240K
TFS
1858
Thoroughbred Financial Services
Tennessee
$239K
PIA
1859
Pinion Investment Advisors
Kansas
$239K
SWA
1860
Sax Wealth Advisors
New Jersey
$239K
TH
1861
TCTC Holdings
Texas
$239K
AHL
1862
Abel Hall LLC
Louisiana
$238K
PIM
1863
Plato Investment Management
Australia
$238K
SHFP
1864
Second Half Financial Partners
Florida
$237K
HIA
1865
Harbor Investment Advisory
Maryland
$237K
SNWA
1866
Siligmueller & Norvid Wealth Advisors
Illinois
$236K
CAM
1867
Cypress Asset Management
Texas
$236K
LIA
1868
LifePlan Investment Advisors
North Carolina
$236K
VFG
1869
Victory Financial Group
Texas
$235K
BFM
1870
Boothbay Fund Management
New York
$234K
PFG
1871
Prosperity Financial Group
California
$234K
SWP
1872
Semus Wealth Partners
Florida
$233K
SCM
1873
Silvant Capital Management
Georgia
$233K
SFO
1874
Stokes Family Office
Louisiana
$233K
OPTFSNA
1875
Old Point Trust & Financial Services N A
Virginia
$233K