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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
SIC
2076
SJS Investment Consulting
Ohio
$95.9K
GA
2077
GoalVest Advisory
New York
$95.4K
AEPWM
2078
Atlantic Edge Private Wealth Management
Florida
$94.9K
FDCP
2079
Foster Dykema Cabot & Partners
Massachusetts
$94.5K
MFT
2080
Moisand Fitzgerald Tamayo
Florida
$94.4K
GFWA
2081
Grey Fox Wealth Advisors
Delaware
$92.8K
OP
2082
ORG Partners
Indiana
$92.2K
GWSA
2083
Global Wealth Strategies & Associates
Colorado
$91.8K
LFA
2084
LGT Financial Advisors
Texas
$90.7K
LIA
2085
Luken Investment Analytics
Tennessee
$89.2K
KFA
2086
Kelleher Financial Advisors
New York
$88.2K
BHWM
2087
Beaird Harris Wealth Management
Texas
$85.4K
AW
2088
Avion Wealth
Texas
$85K
FF
2089
Friedenthal Financial
New Jersey
$82.9K
PP
2090
PFS Partners
New Jersey
$82.8K
EDRH
2091
Edmond de Rothschild Holding
Switzerland
$82.5K
IRAG
2092
Investment Research & Advisory Group
Georgia
$81.1K
TFM
2093
TFC Financial Management
Massachusetts
$80.8K
HFM
2094
Hartford Financial Management
Connecticut
$79.4K
FC
2095
Fairscale Capital
New Hampshire
$79.2K
JGIA
2096
Jackson Grant Investment Advisers
Connecticut
$78.7K
GAG
2097
Goodman Advisory Group
Massachusetts
$78.5K
WSCM
2098
Wellington Shields Capital Management
New York
$78K
GAM
2099
Guinness Asset Management
United Kingdom
$76.8K
HWM
2100
Hemington Wealth Management
Virginia
$76K