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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
IWC
1876
Infinity Wealth Counsel
Ohio
$232K
APM
1877
a16z Perennial Management
California
$232K
FFA
1878
Fragasso Financial Advisors
Pennsylvania
$232K
CCT
1879
Capital City Trust
Florida
$231K
PL
1880
Plancorp LLC
Missouri
$231K
MIM
1881
Moseley Investment Management
Florida
$230K
WCG
1882
Weaver Consulting Group
California
$230K
AHC
1883
Adell Harriman & Carpenter
Texas
$230K
RCG
1884
Regatta Capital Group
California
$230K
MCCA
1885
Mill Creek Capital Advisors
Pennsylvania
$229K
PS
1886
Planned Solutions
California
$229K
ES
1887
Eagle Strategies
New York
$229K
BRA
1888
Bender Robert & Associates
California
$229K
CTB
1889
Country Trust Bank
Illinois
$229K
JFGIW
1890
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$228K
FFC
1891
First Financial Corp
Indiana
$228K
LWM
1892
Liberty Wealth Management
California
$228K
SIA
1893
Strategic Investment Advisors
Michigan
$228K
SWGC
1894
Summit Wealth Group (Colorado)
Colorado
$228K
BFA
1895
Beacon Financial Advisory
Ohio
$227K
BFA
1896
Beaumont Financial Advisors
Massachusetts
$227K
PFM
1897
Patton Fund Management
Texas
$227K
DWS
1898
Discipline Wealth Solutions
South Carolina
$227K
TCM
1899
Tradewinds Capital Management
Washington
$227K
EW
1900
Elyxium Wealth
California
$227K