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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
SPWM
1901
Schrum Private Wealth Management
Florida
$227K
TP
1902
Tranquility Partners
Tennessee
$227K
MWP
1903
Meridian Wealth Partners
Pennsylvania
$227K
FMC
1904
First Merchants Corp
Indiana
$227K
SL
1905
Sentry LLC
Tennessee
$227K
LS
1906
Leelyn Smith
Illinois
$226K
RAM
1907
Revere Asset Management
Texas
$226K
MI
1908
Motiv8 Investments
Florida
$226K
RWMG
1909
Redwood Wealth Management Group
New Jersey
$225K
AGWCA
1910
Annis Gardner Whiting Capital Advisors
Florida
$225K
GGS
1911
Galvin Gaustad & Stein
Arizona
$224K
JPMIA
1912
J.P. Marvel Investment Advisors
Massachusetts
$224K
SIS
1913
Sound Income Strategies
Florida
$224K
RSWM
1914
Robertson Stephens Wealth Management
California
$224K
RFA
1915
Reyes Financial Architecture
California
$223K
BF
1916
Brucke Financial
Indiana
$223K
CWM
1917
Chesapeake Wealth Management
Virginia
$223K
JRCM
1918
Jones Road Capital Management
New York
$223K
SPC
1919
Spirepoint Private Client
Florida
$223K
HBS
1920
Howard Bailey Securities
Indiana
$223K
WAM
1921
WealthTrust Asset Management
Florida
$223K
AW
1922
Alteri Wealth
California
$222K
JJBC
1923
James J. Burns & Company
New York
$222K
TWA
1924
TCI Wealth Advisors
Arizona
$222K
SC
1925
Stephens Consulting
Michigan
$221K