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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
SC
2001
Sepio Capital
Utah
$204K
WKSWA
2002
White Knight Strategic Wealth Advisors
New Jersey
$204K
GAA
2003
Global Assets Advisory
Florida
$204K
WI
2004
WrapManager Inc
California
$204K
MCP
2005
Mirador Capital Partners
California
$204K
TW
2006
Traveka Wealth
California
$204K
FAT
2007
First American Trust
California
$202K
PWA
2008
Phoenix Wealth Advisors
North Carolina
$202K
CCA
2009
Cadent Capital Advisors
Oklahoma
$202K
CCM
2010
Crew Capital Management
Ohio
$202K
AT
2011
American Trust
Kentucky
$202K
SWAG
2012
Spectrum Wealth Advisory Group
California
$201K
SRC
2013
Stone Run Capital
New York
$201K
FWM
2014
ForthRight Wealth Management
Georgia
$200K
IWM
2015
IMG Wealth Management
Florida
$200K
FFA
2016
First Foundation Advisors
California
$200K
MAM
2017
Morse Asset Management
Connecticut
$186K
ME
2018
McIlrath & Eck
Washington
$186K
HIMS
2019
Hager Investment Management Services
New Hampshire
$183K
MIA
2020
MeadowBrook Investment Advisors
Michigan
$181K
VNA
2021
Valley National Advisers
Pennsylvania
$181K
DMBA
2022
Deseret Mutual Benefit Administrators
Utah
$179K
VFM
2023
Vision Financial Markets
Connecticut
$173K
OCM
2024
Osterweis Capital Management
California
$173K
VC
2025
Vestor Capital
Illinois
$171K