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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
CRIG
1926
Charter Research & Investment Group
Connecticut
$220K
MWM
1927
Mattern Wealth Management
Kansas
$220K
PJWM
1928
Philip James Wealth Mangement
Georgia
$220K
GCP
1929
GSA Capital Partners
United Kingdom
$220K
NFGCM
1930
Norman Fields Gottscho Capital Management
New York
$220K
EHWM
1931
Eads & Heald Wealth Management
Georgia
$220K
ECML
1932
Eagle Capital Management (Louisiana)
Louisiana
$220K
MAP
1933
Moody Aldrich Partners
Massachusetts
$219K
FCM
1934
Fieldview Capital Management
Michigan
$219K
SIAG
1935
Safeguard Investment Advisory Group
California
$219K
KCAM
1936
Kagan Cocozza Asset Management
New Jersey
$219K
CWMG
1937
Compass Wealth Management (Georgia)
Georgia
$218K
SCA
1938
Strathmore Capital Advisors
North Carolina
$218K
OSNBOA
1939
Old Second National Bank of Aurora
Illinois
$217K
NA
1940
Nordwand Advisors
Pennsylvania
$217K
MCM
1941
Mitchell Capital Management
Kansas
$217K
PBF
1942
Petix & Botte Financial
California
$217K
FW
1943
FullCircle Wealth
Texas
$216K
KG
1944
Kieckhefer Group
Wisconsin
$216K
NCTC
1945
New Covenant Trust Company
Indiana
$216K
ITB
1946
Idaho Trust Bank
Idaho
$216K
OAM
1947
Ostrum Asset Management
France
$216K
ZF
1948
Zhang Financial
Michigan
$216K
NDSI
1949
Newman Dignan & Sheerar Inc
Rhode Island
$216K
HFS
1950
Hughes Financial Services
Virginia
$215K