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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
NFC
876
Northstar Financial Companies
Pennsylvania
$1.63M
TI
877
Tidal Investments
Wisconsin
$1.61M
TCOV
878
Trust Company of Vermont
Vermont
$1.61M
CW
879
CreativeOne Wealth
Kansas
$1.61M
NCM
880
Novare Capital Management
North Carolina
$1.6M
MIM
881
MTM Investment Management
South Carolina
$1.6M
HCM
882
Highview Capital Management
Illinois
$1.59M
WJWM
883
Williams Jones Wealth Management
New York
$1.59M
CWP
884
Concord Wealth Partners
Virginia
$1.59M
KCM
885
Kennondale Capital Management
Virginia
$1.59M
WG
886
Welch Group
Alabama
$1.59M
NSB
887
Norway Savings Bank
Maine
$1.58M
PWG
888
Portside Wealth Group
Utah
$1.58M
NP
889
NorthRock Partners
Minnesota
$1.57M
CCAM
890
Cascades Capital Asset Management
North Carolina
$1.57M
OWM
891
Orca Wealth Management
Florida
$1.57M
HSA
892
HBK Sorce Advisory
Pennsylvania
$1.56M
BL
893
BFSG LLC
California
$1.56M
RCM
894
Raleigh Capital Management
North Carolina
$1.56M
RFA
895
ROI Financial Advisors
Oregon
$1.56M
BIG
896
Brooklyn Investment Group
New York
$1.56M
MWM
897
Modern Wealth Management
Kansas
$1.55M
DT
898
Diversified Trust
Tennessee
$1.55M
ACG
899
Allen Capital Group
Nebraska
$1.55M
MYIA
900
Mount Yale Investment Advisors
Colorado
$1.55M