DUK icon

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
RAM
2201
Ramirez Asset Management
New York
$17.8K
TCM
2202
Triumph Capital Management
Colorado
$17K
FFA
2203
Frazier Financial Advisors
Ohio
$17K
DWA
2204
Delos Wealth Advisors
Texas
$17K
CAC
2205
Core Alternative Capital
Georgia
$16.8K
TWD
2206
True Wealth Design
Ohio
$16.6K
AWM
2207
Accredited Wealth Management
Kentucky
$16.6K
SC
2208
Swan Capital
Florida
$16.6K
HNW
2209
High Note Wealth
Minnesota
$15.1K
TCM
2210
TD Capital Management
Tennessee
$15K
HHGA
2211
Halbert Hargrove Global Advisors
California
$14.7K
CAM
2212
Chesapeake Asset Management
New York
$14.7K
CIAS
2213
CBIZ Investment Advisory Services
Ohio
$14.6K
JGCM
2214
Joseph Group Capital Management
Ohio
$14.6K
PC
2215
Promus Capital
Illinois
$14.5K
MAM
2216
MMA Asset Management
Pennsylvania
$14.1K
APW
2217
Acima Private Wealth
Virginia
$13.6K
JSAM
2218
J. Safra Asset Management
New York
$13.6K
RTL
2219
Red Tortoise LLC
Georgia
$13.5K
PIS
2220
POM Investment Strategies
North Carolina
$13.5K
IWP
2221
IAG Wealth Partners
Wisconsin
$13.4K
MAM
2222
Marquette Asset Management
Minnesota
$13K
CFP
2223
Comprehensive Financial Planning
Pennsylvania
$12.9K
GPI
2224
General Partner Inc
Pennsylvania
$12.5K
SA
2225
SRH Advisors
Kansas
$12.4K