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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
APWA
1976
Atlas Private Wealth Advisors
New Jersey
$208K
A
1977
Argentarii
Ohio
$207K
RK
1978
Rather & Kittrell
Tennessee
$207K
MCFP
1979
Mallini Complete Financial Planning
Florida
$207K
WAM
1980
Worth Asset Management
Texas
$207K
VWA
1981
VSM Wealth Advisory
Maryland
$207K
MAG
1982
MRA Advisory Group
New Jersey
$206K
A
1983
Allianz
Germany
$206K
GAM
1984
Gould Asset Management
California
$206K
WFMPM
1985
Woodley Farra Manion Portfolio Management
Indiana
$205K
YIA
1986
YHB Investment Advisors
Connecticut
$204K
SW
1987
SkyOak Wealth
Michigan
$204K
BC
1988
Barrett & Company
Rhode Island
$204K
SC
1989
Sepio Capital
Utah
$204K
WKSWA
1990
White Knight Strategic Wealth Advisors
New Jersey
$204K
GAA
1991
Global Assets Advisory
Florida
$204K
WI
1992
WrapManager Inc
California
$204K
MCP
1993
Mirador Capital Partners
California
$204K
TW
1994
Traveka Wealth
California
$204K
FAT
1995
First American Trust
California
$202K
PWA
1996
Phoenix Wealth Advisors
North Carolina
$202K
CCA
1997
Cadent Capital Advisors
Oklahoma
$202K
CCM
1998
Crew Capital Management
Ohio
$202K
AT
1999
American Trust
Kentucky
$202K
SWAG
2000
Spectrum Wealth Advisory Group
California
$201K