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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
CIAM
2101
Caitong International Asset Management
Hong Kong
$74.5K
1M
2102
1248 Management
Missouri
$72.6K
GWP
2103
Gen-Wealth Partners
Michigan
$72.5K
FGA
2104
Fortis Group Advisors
New Jersey
$70.5K
FWA
2105
Flagship Wealth Advisors
Massachusetts
$69.7K
BGAI
2106
Bruce G. Allen Investments
Colorado
$69.5K
MMCM
2107
Murphy & Mullick Capital Management
New York
$69.5K
CA
2108
Centerpoint Advisors
Massachusetts
$68K
CBT
2109
CoreFirst Bank & Trust
Kansas
$67.1K
RFP
2110
Root Financial Partners
California
$66.6K
M
2111
MOTCO
Texas
$64.5K
SCA
2112
Stuart Chaussee & Associates
California
$63.6K
PCTC
2113
Perkins Coie Trust Company
Washington
$62.7K
WPWM
2114
Western Pacific Wealth Management
Illinois
$62.3K
HSA
2115
Hussman Strategic Advisors
Maryland
$61.9K
LAM
2116
Lummis Asset Management
Texas
$61.9K
BTD
2117
BankPlus Trust Department
Mississippi
$61.1K
C
2118
Covestor
United Kingdom
$61K
CTWM
2119
Cherry Tree Wealth Management
Minnesota
$60.8K
BWAM
2120
Boyd Watterson Asset Management
Ohio
$60.3K
LWA
2121
Lowe Wealth Advisors
Maryland
$55.9K
TFGT
2122
TS Financial Group (TSFG)
Illinois
$55K
OWP
2123
ORG Wealth Partners
Texas
$55K
WWA
2124
Wealth Watch Advisors
Colorado
$54.8K
PA
2125
Pineridge Advisors
Missouri
$53.5K