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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
KFA
2101
Kelleher Financial Advisors
New York
$88.2K
BHWM
2102
Beaird Harris Wealth Management
Texas
$85.4K
AW
2103
Avion Wealth
Texas
$85K
FF
2104
Friedenthal Financial
New Jersey
$82.9K
PP
2105
PFS Partners
New Jersey
$82.8K
EDRH
2106
Edmond de Rothschild Holding
Switzerland
$82.5K
IRAG
2107
Investment Research & Advisory Group
Georgia
$81.1K
TFM
2108
TFC Financial Management
Massachusetts
$80.8K
HFM
2109
Hartford Financial Management
Connecticut
$79.4K
FC
2110
Fairscale Capital
New Hampshire
$79.2K
JGIA
2111
Jackson Grant Investment Advisers
Connecticut
$78.7K
GAG
2112
Goodman Advisory Group
Massachusetts
$78.5K
WSCM
2113
Wellington Shields Capital Management
New York
$78K
GAM
2114
Guinness Asset Management
United Kingdom
$76.8K
HWM
2115
Hemington Wealth Management
Virginia
$76K
CIAM
2116
Caitong International Asset Management
Hong Kong
$74.5K
1M
2117
1248 Management
Missouri
$72.6K
GWP
2118
Gen-Wealth Partners
Michigan
$72.5K
FGA
2119
Fortis Group Advisors
New Jersey
$70.5K
FWA
2120
Flagship Wealth Advisors
Massachusetts
$69.7K
BGAI
2121
Bruce G. Allen Investments
Colorado
$69.5K
MMCM
2122
Murphy & Mullick Capital Management
New York
$69.5K
CA
2123
Centerpoint Advisors
Massachusetts
$68K
CBT
2124
CoreFirst Bank & Trust
Kansas
$67.1K
RFP
2125
Root Financial Partners
California
$66.6K