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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
SRC
2001
Stone Run Capital
New York
$201K
FWM
2002
ForthRight Wealth Management
Georgia
$200K
IWM
2003
IMG Wealth Management
Florida
$200K
FFA
2004
First Foundation Advisors
California
$200K
MAM
2005
Morse Asset Management
Connecticut
$186K
ME
2006
McIlrath & Eck
Washington
$186K
HIMS
2007
Hager Investment Management Services
New Hampshire
$183K
MIA
2008
MeadowBrook Investment Advisors
Michigan
$181K
VNA
2009
Valley National Advisers
Pennsylvania
$181K
DMBA
2010
Deseret Mutual Benefit Administrators
Utah
$179K
VFM
2011
Vision Financial Markets
Connecticut
$173K
OCM
2012
Osterweis Capital Management
California
$173K
VC
2013
Vestor Capital
Illinois
$171K
WPA
2014
Wealth Preservation Advisors
Tennessee
$171K
CFFP
2015
Center for Financial Planning
Michigan
$170K
AP
2016
Atwood & Palmer
Missouri
$167K
RWA
2017
Redmont Wealth Advisors
Illinois
$167K
KB
2018
Kimelman & Baird
New York
$165K
FFO
2019
Fortitude Family Office
Arizona
$164K
PWAM
2020
Private Wealth Asset Management
Iowa
$164K
AT
2021
Arlington Trust
Alabama
$162K
CCA
2022
Catalyst Capital Advisors
New York
$161K
RF
2023
Rossby Financial
Florida
$160K
AA
2024
Addison Advisors
Vermont
$158K
NECFA
2025
New England Capital Financial Advisors
Connecticut
$157K