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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
FPF
2051
First Pacific Financial
Washington
$143K
AF
2052
Alerus Financial
North Dakota
$143K
WB
2053
Webster Bank
Connecticut
$139K
WIM
2054
Westside Investment Management
California
$138K
CT
2055
Coastline Trust
Rhode Island
$136K
JWM
2056
JPL Wealth Management
Colorado
$135K
CP
2057
Canopy Partners
Ohio
$135K
MTIC
2058
Missouri Trust & Investment Company
Missouri
$135K
APW
2059
Aventura Private Wealth
Florida
$131K
HCMG
2060
Howard Capital Management Group
California
$130K
ATC
2061
Advantage Trust Company
Kansas
$127K
PSB
2062
Piscataqua Savings Bank
New Hampshire
$127K
GIA
2063
GHP Investment Advisors
Colorado
$127K
BAM
2064
Byrne Asset Management
New Jersey
$126K
CWM
2065
Copia Wealth Management
Oregon
$126K
TPBG
2066
Turning Point Benefit Group
Maryland
$125K
DCBT
2067
Dakota Community Bank & Trust
North Dakota
$125K
WA
2068
Whipplewood Advisors
Colorado
$122K
GWSG
2069
GPS Wealth Strategies Group
Colorado
$119K
PMFA
2070
Plante Moran Financial Advisors
Michigan
$118K
CMBA
2071
C.M. Bidwell & Associates
Hawaii
$116K
PP
2072
Pacifica Partners
Canada
$116K
TCM
2073
TruNorth Capital Management
Michigan
$116K
BSB
2074
Bangor Savings Bank
Maine
$116K
GKIM
2075
GW&K Investment Management
Massachusetts
$113K