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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
LWMI
2176
Legacy Wealth Management (Idaho)
Idaho
$29.7K
PWMG
2177
Prestige Wealth Management Group
New Jersey
$29.5K
PSFG
2178
Park Square Financial Group
Georgia
$29.2K
NWMP
2179
Noble Wealth Management PBC
Colorado
$28.8K
JFA
2180
JNBA Financial Advisors
Minnesota
$27.6K
NEWAS
2181
N.E.W. Advisory Services
Wisconsin
$27.6K
BCPWM
2182
Bradley & Co Private Wealth Management
Florida
$27.5K
AWM
2183
Activest Wealth Management
Florida
$27.5K
KFP
2184
Kerr Financial Planning
California
$27.4K
MSG
2185
Main Street Group
Virginia
$27.4K
PCM
2186
Perritt Capital Management
Illinois
$25.9K
SWA
2187
SOA Wealth Advisors
New York
$25.6K
TTIC
2188
Tower Trust & Investment Company
Iowa
$25.6K
KSWA
2189
Kathleen S. Wright Associates
Pennsylvania
$25.5K
STB
2190
S&T Bank
Pennsylvania
$24.8K
SA
2191
Strategic Advocates
Utah
$24.4K
DRS
2192
Deane Retirement Strategies
Louisiana
$24.4K
MEG
2193
Millstone Evans Group
Colorado
$24K
FFL
2194
Financial Freedom LLC
Ohio
$23.8K
CTC
2195
Corundum Trust Company
South Dakota
$23.6K
DIP
2196
DT Investment Partners
Pennsylvania
$23.5K
SC
2197
Solstein Capital
California
$23.5K
MAS
2198
MPWM Advisory Solutions
Georgia
$23.1K
HWP
2199
Highline Wealth Partners
California
$23K
FCG
2200
Financial Connections Group
California
$23K