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Duke Energy

2,306 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, 1,028 increasing their positions, 754 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,306
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
WPA
2026
Wealth Preservation Advisors
Tennessee
$171K
CFFP
2027
Center for Financial Planning
Michigan
$170K
AP
2028
Atwood & Palmer
Missouri
$167K
RWA
2029
Redmont Wealth Advisors
Illinois
$167K
KB
2030
Kimelman & Baird
New York
$165K
FFO
2031
Fortitude Family Office
Arizona
$164K
PWAM
2032
Private Wealth Asset Management
Iowa
$164K
AT
2033
Arlington Trust
Alabama
$162K
CCA
2034
Catalyst Capital Advisors
New York
$161K
RF
2035
Rossby Financial
Florida
$160K
AA
2036
Addison Advisors
Vermont
$158K
NECFA
2037
New England Capital Financial Advisors
Connecticut
$157K
ACM
2038
Aster Capital Management
United Arab Emirates
$156K
HCM
2039
Hollencrest Capital Management
California
$155K
CWM
2040
Cranbrook Wealth Management
Michigan
$153K
CCM
2041
Cutler Capital Management
Massachusetts
$151K
GF
2042
GGM Financials
Ohio
$151K
SAM
2043
S.A. Mason
Michigan
$150K
TFA
2044
Transamerica Financial Advisors
Florida
$150K
GTAM
2045
Global Trust Asset Management
Florida
$150K
SWIM
2046
Smallwood Wealth Investment Management
New Jersey
$149K
IWA
2047
Icon Wealth Advisors
Texas
$149K
CCM
2048
Chilton Capital Management
Texas
$147K
PGAM
2049
Princeton Global Asset Management
New Jersey
$147K
NRG
2050
Nemes Rush Group
Michigan
$145K