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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
RSWM
1926
Robertson Stephens Wealth Management
California
$224K
RFA
1927
Reyes Financial Architecture
California
$223K
BF
1928
Brucke Financial
Indiana
$223K
CWM
1929
Chesapeake Wealth Management
Virginia
$223K
JRCM
1930
Jones Road Capital Management
New York
$223K
SPC
1931
Spirepoint Private Client
Florida
$223K
HBS
1932
Howard Bailey Securities
Indiana
$223K
WAM
1933
WealthTrust Asset Management
Florida
$223K
AW
1934
Alteri Wealth
California
$222K
JJBC
1935
James J. Burns & Company
New York
$222K
TWA
1936
TCI Wealth Advisors
Arizona
$222K
SC
1937
Stephens Consulting
Michigan
$221K
CRIG
1938
Charter Research & Investment Group
Connecticut
$220K
MWM
1939
Mattern Wealth Management
Kansas
$220K
PJWM
1940
Philip James Wealth Mangement
Georgia
$220K
GCP
1941
GSA Capital Partners
United Kingdom
$220K
NFGCM
1942
Norman Fields Gottscho Capital Management
New York
$220K
EHWM
1943
Eads & Heald Wealth Management
Georgia
$220K
ECML
1944
Eagle Capital Management (Louisiana)
Louisiana
$220K
MAP
1945
Moody Aldrich Partners
Massachusetts
$219K
FCM
1946
Fieldview Capital Management
Michigan
$219K
SIAG
1947
Safeguard Investment Advisory Group
California
$219K
KCAM
1948
Kagan Cocozza Asset Management
New Jersey
$219K
CWMG
1949
Compass Wealth Management (Georgia)
Georgia
$218K
SCA
1950
Strathmore Capital Advisors
North Carolina
$218K