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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
QPWM
1976
Quadrant Private Wealth Management
Pennsylvania
$212K
WMWM
1977
Wilkins Miller Wealth Management
Alabama
$211K
1WA
1978
180 Wealth Advisors
Washington
$211K
DWA
1979
Douglass Winthrop Advisors
New York
$211K
1IA
1980
1834 Investment Advisors
Wisconsin
$210K
WSWA
1981
Warren Street Wealth Advisors
California
$210K
IWA
1982
IVC Wealth Advisors
Pennsylvania
$210K
MWM
1983
MBE Wealth Management
Wisconsin
$210K
ERIC
1984
Eagle Rock Investment Company
Georgia
$209K
RIA
1985
Richwood Investment Advisors
Ohio
$209K
FFG
1986
Frisch Financial Group
New York
$208K
WCM
1987
Wedge Capital Management
North Carolina
$208K
APWA
1988
Atlas Private Wealth Advisors
New Jersey
$208K
A
1989
Argentarii
Ohio
$207K
RK
1990
Rather & Kittrell
Tennessee
$207K
MCFP
1991
Mallini Complete Financial Planning
Florida
$207K
WAM
1992
Worth Asset Management
Texas
$207K
VWA
1993
VSM Wealth Advisory
Maryland
$207K
MAG
1994
MRA Advisory Group
New Jersey
$206K
A
1995
Allianz
Germany
$206K
GAM
1996
Gould Asset Management
California
$206K
WFMPM
1997
Woodley Farra Manion Portfolio Management
Indiana
$205K
YIA
1998
YHB Investment Advisors
Connecticut
$204K
SW
1999
SkyOak Wealth
Michigan
$204K
BC
2000
Barrett & Company
Rhode Island
$204K