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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
BFS
2151
Bare Financial Services
Pennsylvania
$34.6K
WAG
2152
Wiser Advisor Group
Arizona
$34K
MPW
2153
MASECO Private Wealth
$32.9K
S
2154
Sachetta
Massachusetts
$32.5K
AIM
2155
Access Investment Management
Georgia
$32.4K
DF
2156
Dunhill Financial
United Kingdom
$32.3K
FNWA
2157
Financial Network Wealth Advisors
Utah
$31.3K
VWM
2158
Vermillion Wealth Management
Minnesota
$30.9K
LAM
2159
Lynch Asset Management
Pennsylvania
$30.9K
WAS
2160
Winch Advisory Services
Wisconsin
$30.7K
LWMI
2161
Legacy Wealth Management (Idaho)
Idaho
$29.7K
PWMG
2162
Prestige Wealth Management Group
New Jersey
$29.5K
PSFG
2163
Park Square Financial Group
Georgia
$29.2K
JFA
2164
JNBA Financial Advisors
Minnesota
$27.6K
NEWAS
2165
N.E.W. Advisory Services
Wisconsin
$27.6K
BCPWM
2166
Bradley & Co Private Wealth Management
Florida
$27.5K
AWM
2167
Activest Wealth Management
Florida
$27.5K
KFPC
2168
KERR FINANCIAL PLANNING Corp
California
$27.4K
MSG
2169
Main Street Group
Virginia
$27.4K
PCM
2170
Perritt Capital Management
Illinois
$25.9K
SWA
2171
SOA Wealth Advisors
New York
$25.6K
TTIC
2172
Tower Trust & Investment Company
Iowa
$25.6K
KSWA
2173
Kathleen S. Wright Associates
Pennsylvania
$25.5K
STB
2174
S&T Bank
Pennsylvania
$24.8K
SA
2175
Strategic Advocates
Utah
$24.4K