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Duke Energy

2,307 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, 1,029 increasing their positions, 754 reducing their positions, and 87 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
2,307
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
FMWA
726
Forvis Mazars Wealth Advisors
Missouri
$2.38M
VMMC
727
V.M. Manning & Co
South Carolina
$2.38M
NG
728
Norden Group
Utah
$2.37M
DIP
729
Davis Investment Partners
North Carolina
$2.37M
WA
730
Wealth Alliance
New York
$2.36M
UCB
731
United Community Bank
South Carolina
$2.36M
RWB
732
RMR Wealth Builders
New Jersey
$2.33M
LWA
733
Lineweaver Wealth Advisors
Ohio
$2.33M
NHC
734
Nicholas Hoffman & Company
Georgia
$2.32M
WBC
735
Westpac Banking Corp
Australia
$2.32M
UOTTAIMCU
736
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.32M
CLOS
737
Compagnie Lombard Odier SCmA
Switzerland
$2.32M
AA
738
Argent Advisors
Louisiana
$2.31M
Nomura Holdings
739
Nomura Holdings
Japan
$2.31M
AA
740
Armis Advisers
Georgia
$2.3M
SF
741
Summit Financial
New Jersey
$2.28M
LWA
742
Ledgewood Wealth Advisors
New Hampshire
$2.28M
LWL
743
Leo Wealth LLC
Texas
$2.27M
MHI
744
Miller Howard Investments
New York
$2.27M
WHG
745
Westwood Holdings Group
Texas
$2.23M
MAS
746
Meeder Advisory Services
Ohio
$2.23M
SIM
747
Stratos Investment Management
Ohio
$2.23M
SMC
748
Smith, Moore & Co
Missouri
$2.21M
BCA
749
Bay Colony Advisors
Massachusetts
$2.21M
MSA
750
Marino Stram & Associates
Massachusetts
$2.2M