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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
NCM
876
Novare Capital Management
North Carolina
$1.6M
MIM
877
MTM Investment Management
South Carolina
$1.6M
HCM
878
Highview Capital Management
Illinois
$1.59M
WJWM
879
Williams Jones Wealth Management
New York
$1.59M
CWP
880
Concord Wealth Partners
Virginia
$1.59M
KCM
881
Kennondale Capital Management
Virginia
$1.59M
WG
882
Welch Group
Alabama
$1.59M
NSB
883
Norway Savings Bank
Maine
$1.58M
PWG
884
Portside Wealth Group
Utah
$1.58M
NP
885
NorthRock Partners
Minnesota
$1.57M
CCAM
886
Cascades Capital Asset Management
North Carolina
$1.57M
OWM
887
Orca Wealth Management
Florida
$1.57M
HSA
888
HBK Sorce Advisory
Pennsylvania
$1.56M
BL
889
BFSG LLC
California
$1.56M
RCM
890
Raleigh Capital Management
North Carolina
$1.56M
RFA
891
ROI Financial Advisors
Oregon
$1.56M
BIG
892
Brooklyn Investment Group
New York
$1.56M
MWM
893
Modern Wealth Management
Kansas
$1.55M
DT
894
Diversified Trust
Tennessee
$1.55M
ACG
895
Allen Capital Group
Nebraska
$1.55M
MYIA
896
Mount Yale Investment Advisors
Colorado
$1.55M
BMA
897
Brooks Moore & Associates
Tennessee
$1.54M
CA
898
Continuum Advisory
Idaho
$1.54M
FCB
899
First County Bank
Connecticut
$1.54M
TCPW
900
Twin City Private Wealth
North Carolina
$1.53M