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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
WJWM
876
Williams Jones Wealth Management
New York
$1.59M
CWP
877
Concord Wealth Partners
Virginia
$1.59M
KCM
878
Kennondale Capital Management
Virginia
$1.59M
WG
879
Welch Group
Alabama
$1.59M
NSB
880
Norway Savings Bank
Maine
$1.58M
PWG
881
Portside Wealth Group
Utah
$1.58M
NP
882
NorthRock Partners
Minnesota
$1.57M
CCAM
883
Cascades Capital Asset Management
North Carolina
$1.57M
OWM
884
Orca Wealth Management
Florida
$1.57M
HSA
885
HBK Sorce Advisory
Pennsylvania
$1.56M
BL
886
BFSG LLC
California
$1.56M
RCM
887
Raleigh Capital Management
North Carolina
$1.56M
RFA
888
ROI Financial Advisors
Oregon
$1.56M
BIG
889
Brooklyn Investment Group
New York
$1.56M
MWM
890
Modern Wealth Management
Kansas
$1.55M
DT
891
Diversified Trust
Tennessee
$1.55M
ACG
892
Allen Capital Group
Nebraska
$1.55M
MYIA
893
Mount Yale Investment Advisors
Colorado
$1.55M
BMA
894
Brooks Moore & Associates
Tennessee
$1.54M
CA
895
Continuum Advisory
Idaho
$1.54M
FCB
896
First County Bank
Connecticut
$1.54M
TCPW
897
Twin City Private Wealth
North Carolina
$1.53M
PIM
898
Pullen Investment Management
Florida
$1.53M
CIC
899
Cornercap Investment Counsel
Georgia
$1.53M
PG
900
Patten Group
Tennessee
$1.53M