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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
PWP
951
Phillips Wealth Planners
Mississippi
$1.34M
LIA
952
LS Investment Advisors
Michigan
$1.34M
FCCM
953
First City Capital Management
Georgia
$1.33M
WFS
954
Widmann Financial Services
Maryland
$1.33M
ILI
955
Invesco LLC (Illinois)
Illinois
$1.33M
CI
956
Cherokee Insurance
Michigan
$1.32M
SWM
957
Segment Wealth Management
Texas
$1.32M
TPA
958
Trivium Point Advisory
Connecticut
$1.32M
FCM
959
Fourpath Capital Management
Oklahoma
$1.32M
FNFDCM
960
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.31M
FAM
961
Formidable Asset Management
Ohio
$1.31M
IAS
962
Insigneo Advisory Services
Florida
$1.31M
SFI
963
SPC Financial Inc
Maryland
$1.3M
ClearBridge Investments
964
ClearBridge Investments
New York
$1.3M
OFG
965
OmniStar Financial Group
North Carolina
$1.3M
GWM
966
Gibbs Wealth Management
Georgia
$1.3M
AWA
967
Aaron Wealth Advisors
Illinois
$1.3M
HKIM
968
Hayek Kallen Investment Management
Alabama
$1.3M
WPP
969
Whalerock Point Partners
Rhode Island
$1.29M
RF
970
Roxbury Financial
New Jersey
$1.29M
RFA
971
Rollins Financial Advisors
New York
$1.29M
SC
972
Schulhoff & Co
Ohio
$1.29M
TTWM
973
TCV Trust & Wealth Management
Virginia
$1.29M
VA
974
VestGen Advisors
Illinois
$1.28M
NFSG
975
Newbridge Financial Services Group
Florida
$1.28M