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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
CTB
1901
Country Trust Bank
Illinois
$229K
JFGIW
1902
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$228K
FFC
1903
First Financial Corp
Indiana
$228K
LWM
1904
Liberty Wealth Management
California
$228K
SIA
1905
Strategic Investment Advisors
Michigan
$228K
SWGC
1906
Summit Wealth Group (Colorado)
Colorado
$228K
BFA
1907
Beacon Financial Advisory
Ohio
$227K
BFA
1908
Beaumont Financial Advisors
Massachusetts
$227K
PFM
1909
Patton Fund Management
Texas
$227K
DWS
1910
Discipline Wealth Solutions
South Carolina
$227K
TCM
1911
Tradewinds Capital Management
Washington
$227K
EW
1912
Elyxium Wealth
California
$227K
SPWM
1913
Schrum Private Wealth Management
Florida
$227K
TP
1914
Tranquility Partners
Tennessee
$227K
MWP
1915
Meridian Wealth Partners
Pennsylvania
$227K
FMC
1916
First Merchants Corp
Indiana
$227K
SL
1917
Sentry LLC
Tennessee
$227K
LS
1918
Leelyn Smith
Illinois
$226K
RAM
1919
Revere Asset Management
Texas
$226K
MI
1920
Motiv8 Investments
Florida
$226K
RWMG
1921
Redwood Wealth Management Group
New Jersey
$225K
AGWCA
1922
Annis Gardner Whiting Capital Advisors
Florida
$225K
GGS
1923
Galvin Gaustad & Stein
Arizona
$224K
JPMIA
1924
J.P. Marvel Investment Advisors
Massachusetts
$224K
SIS
1925
Sound Income Strategies
Florida
$224K