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Duke Energy

2,286 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, 1,018 increasing their positions, 745 reducing their positions, and 85 closing their positions.

New
Increased
Maintained
Reduced
Closed

more first-time investments, than exits

New positions opened: | Existing positions closed:

more call options, than puts

Call options by funds: $ | Put options by funds: $

more repeat investments, than reductions

Existing positions increased: | Existing positions reduced:

more funds holding

Funds holding:

5% more capital invested

Capital invested by funds: $62.7B → $65.8B (+$3.12B)

0.01% less ownership

Funds ownership: 68.36%68.35% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,286
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
PWM
801
Perigon Wealth Management
California
$1.89M
CWS
802
Confluence Wealth Services
Pennsylvania
$1.89M
MC
803
Machina Capital
France
$1.89M
RA
804
RFG Advisory
Alabama
$1.89M
CC
805
Cornerstone Capital
California
$1.89M
GH
806
GAM Holding
Switzerland
$1.89M
PCG
807
Prosperity Consulting Group
Maryland
$1.89M
AIA
808
AssuredPartners Investment Advisors
Florida
$1.88M
EI
809
Ethic Inc
New York
$1.88M
RWM
810
Ritholtz Wealth Management
New York
$1.87M
AFG
811
Atomi Financial Group
New York
$1.87M
GWA
812
Gibson Wealth Advisors
Texas
$1.86M
RC
813
Rahlfs Capital
Texas
$1.85M
OHWP
814
Oak Harbor Wealth Partners
North Carolina
$1.85M
IAN
815
Integrated Advisors Network
Texas
$1.85M
CWM
816
Cornerstone Wealth Management
Missouri
$1.85M
PWP
817
Precedent Wealth Partners
Texas
$1.85M
MSE
818
MUFG Securities EMEA
United Kingdom
$1.84M
PPW
819
Parcion Private Wealth
Washington
$1.84M
NSEDCP
820
NJ State Employees Deferred Compensation Plan
New Jersey
$1.82M
BSA
821
Bull Street Advisors
Georgia
$1.82M
PWP
822
Private Wealth Partners
California
$1.81M
CAM
823
Cresset Asset Management
Illinois
$1.81M
WA
824
WealthTrust Axiom
Pennsylvania
$1.81M
CICI
825
Capital Investment Counsel Inc
North Carolina
$1.8M