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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
ACM
2026
Aster Capital Management
United Arab Emirates
$156K
HCM
2027
Hollencrest Capital Management
California
$155K
CWM
2028
Cranbrook Wealth Management
Michigan
$153K
CCM
2029
Cutler Capital Management
Massachusetts
$151K
GF
2030
GGM Financials
Ohio
$151K
SAM
2031
S.A. Mason
Michigan
$150K
TFA
2032
Transamerica Financial Advisors
Florida
$150K
GTAM
2033
Global Trust Asset Management
Florida
$150K
SWIM
2034
Smallwood Wealth Investment Management
New Jersey
$149K
IWA
2035
Icon Wealth Advisors
Texas
$149K
CCM
2036
Chilton Capital Management
Texas
$147K
PGAM
2037
Princeton Global Asset Management
New Jersey
$147K
NRG
2038
Nemes Rush Group
Michigan
$145K
FPF
2039
First Pacific Financial
Washington
$143K
AF
2040
Alerus Financial
North Dakota
$143K
WB
2041
Webster Bank
Connecticut
$139K
WIM
2042
Westside Investment Management
California
$138K
CT
2043
Coastline Trust
Rhode Island
$136K
JWM
2044
JPL Wealth Management
Colorado
$135K
CP
2045
Canopy Partners
Ohio
$135K
MTIC
2046
Missouri Trust & Investment Company
Missouri
$135K
HCMG
2047
Howard Capital Management Group
California
$130K
ATC
2048
Advantage Trust Company
Kansas
$127K
PSB
2049
Piscataqua Savings Bank
New Hampshire
$127K
GIA
2050
GHP Investment Advisors
Colorado
$127K