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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
OSNBOA
1951
Old Second National Bank of Aurora
Illinois
$217K
NA
1952
Nordwand Advisors
Pennsylvania
$217K
MCM
1953
Mitchell Capital Management
Kansas
$217K
PBF
1954
Petix & Botte Financial
California
$217K
FW
1955
FullCircle Wealth
Texas
$216K
KG
1956
Kieckhefer Group
Wisconsin
$216K
NCTC
1957
New Covenant Trust Company
Indiana
$216K
ITB
1958
Idaho Trust Bank
Idaho
$216K
OAM
1959
Ostrum Asset Management
France
$216K
ZF
1960
Zhang Financial
Michigan
$216K
NDSI
1961
Newman Dignan & Sheerar Inc
Rhode Island
$216K
HFS
1962
Hughes Financial Services
Virginia
$215K
EWP
1963
Elevation Wealth Partners
California
$215K
IAA
1964
Ironsides Asset Advisors
North Carolina
$215K
WWA
1965
Wingate Wealth Advisors
Massachusetts
$214K
HPC
1966
Hobart Private Capital
North Carolina
$214K
CIA
1967
Compass Ion Advisors
Pennsylvania
$214K
JWM
1968
Jessup Wealth Management
Ohio
$214K
WBC
1969
West Branch Capital
Massachusetts
$213K
LNB
1970
Ledyard National Bank
$213K
FAG
1971
Fortitude Advisory Group
Washington
$213K
FWI
1972
Facet Wealth Inc
Maryland
$213K
KCFA
1973
Key Client Fiduciary Advisors
New Jersey
$212K
HT
1974
Heritage Trust
Oklahoma
$212K
CWG
1975
Crown Wealth Group
North Carolina
$212K