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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
EWP
1951
Elevation Wealth Partners
California
$215K
IAA
1952
Ironsides Asset Advisors
North Carolina
$215K
WWA
1953
Wingate Wealth Advisors
Massachusetts
$214K
HPC
1954
Hobart Private Capital
North Carolina
$214K
CIA
1955
Compass Ion Advisors
Pennsylvania
$214K
JWM
1956
Jessup Wealth Management
Ohio
$214K
WBC
1957
West Branch Capital
Massachusetts
$213K
LNB
1958
Ledyard National Bank
$213K
FAG
1959
Fortitude Advisory Group
Washington
$213K
FWI
1960
Facet Wealth Inc
Maryland
$213K
KCFA
1961
Key Client Fiduciary Advisors
New Jersey
$212K
HT
1962
Heritage Trust
Oklahoma
$212K
CWG
1963
Crown Wealth Group
North Carolina
$212K
QPWM
1964
Quadrant Private Wealth Management
Pennsylvania
$212K
WMWM
1965
Wilkins Miller Wealth Management
Alabama
$211K
1WA
1966
180 Wealth Advisors
Washington
$211K
DWA
1967
Douglass Winthrop Advisors
New York
$211K
1IA
1968
1834 Investment Advisors
Wisconsin
$210K
WSWA
1969
Warren Street Wealth Advisors
California
$210K
IWA
1970
IVC Wealth Advisors
Pennsylvania
$210K
MWM
1971
MBE Wealth Management
Wisconsin
$210K
ERIC
1972
Eagle Rock Investment Company
Georgia
$209K
RIA
1973
Richwood Investment Advisors
Ohio
$209K
FFG
1974
Frisch Financial Group
New York
$208K
WCM
1975
Wedge Capital Management
North Carolina
$208K