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Duke Energy

2,322 hedge funds and large institutions have $65.9B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 176 funds opening new positions, 1,042 increasing their positions, 757 reducing their positions, and 86 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:

4% more capital invested

Capital invested by funds: $63.1B → $65.9B (+$2.74B)

0.01% less ownership

Funds ownership: 68.45%68.44% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,322
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 -$109M
2 -$82.5M
3 -$81.9M
4
Cohen & Steers
Cohen & Steers
New York
-$79.2M
5
UBS AM
UBS AM
Illinois
-$72.9M
Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1026
Crowley Wealth Management
Delaware
$1.13M
NI
1027
Nepsis Inc
Minnesota
$1.13M
SCI
1028
Stableford Capital II
Arizona
$1.13M
KIA
1029
KCM Investment Advisors
California
$1.13M
A
1030
AlphaQuest
New York
$1.13M
LNWWM
1031
Laird Norton Wetherby Wealth Management
California
$1.12M
BPWM
1032
BCS Private Wealth Management
New Jersey
$1.12M
JCFM
1033
JBR Co Financial Management
Oklahoma
$1.12M
CAG
1034
Crestwood Advisors Group
Massachusetts
$1.12M
KCM
1035
Kanawha Capital Management
Virginia
$1.12M
FDS
1036
First Dallas Securities
Texas
$1.12M
FNC
1037
First National Corp
Massachusetts
$1.12M
WWM
1038
Western Wealth Management
Colorado
$1.09M
VCM
1039
Violich Capital Management
California
$1.09M
BAM
1040
Belpointe Asset Management
Nevada
$1.09M
PFGIA
1041
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M
HPC
1042
HM Payson & Co
Maine
$1.08M
ACM
1043
Allred Capital Management
Texas
$1.07M
CCWM
1044
Cassaday & Co Wealth Management
Virginia
$1.06M
NRS
1045
Neville Rodie & Shaw
New York
$1.06M
JF
1046
Jump Financial
Illinois
$1.06M
GVAG
1047
Great Valley Advisor Group
Delaware
$1.06M
GWA
1048
Gratus Wealth Advisors
Virginia
$1.06M
CFCI
1049
Comprehensive Financial Consultants Institutional
Indiana
$1.06M
AFA
1050
AA Financial Advisors
Ohio
$1.05M