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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
SHFP
1876
Second Half Financial Partners
Florida
$237K
HIA
1877
Harbor Investment Advisory
Maryland
$237K
SNWA
1878
Siligmueller & Norvid Wealth Advisors
Illinois
$236K
CAM
1879
Cypress Asset Management
Texas
$236K
LIA
1880
LifePlan Investment Advisors
North Carolina
$236K
VFG
1881
Victory Financial Group
Texas
$235K
BFM
1882
Boothbay Fund Management
New York
$234K
PFG
1883
Prosperity Financial Group
California
$234K
SWP
1884
Semus Wealth Partners
Florida
$233K
SCM
1885
Silvant Capital Management
Georgia
$233K
SFO
1886
Stokes Family Office
Louisiana
$233K
OPTFSNA
1887
Old Point Trust & Financial Services N A
Virginia
$233K
IWC
1888
Infinity Wealth Counsel
Ohio
$232K
APM
1889
a16z Perennial Management
California
$232K
FFA
1890
Fragasso Financial Advisors
Pennsylvania
$232K
CCT
1891
Capital City Trust
Florida
$231K
PL
1892
Plancorp LLC
Missouri
$231K
MIM
1893
Moseley Investment Management
Florida
$230K
WCG
1894
Weaver Consulting Group
California
$230K
AHC
1895
Adell Harriman & Carpenter
Texas
$230K
RCG
1896
Regatta Capital Group
California
$230K
MCCA
1897
Mill Creek Capital Advisors
Pennsylvania
$229K
PS
1898
Planned Solutions
California
$229K
ES
1899
Eagle Strategies
New York
$229K
BRA
1900
Bender Robert & Associates
California
$229K