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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
CWS
1301
Cypress Wealth Services
California
$625K
SSA
1302
Sierra Summit Advisors
Nevada
$623K
WIM
1303
WealthPlan Investment Management
Nebraska
$620K
GWM
1304
GSB Wealth Management
Connecticut
$620K
BAM
1305
Broyhill Asset Management
North Carolina
$619K
RC
1306
Rithm Capital
New York
$619K
PPWP
1307
Premier Path Wealth Partners
New Jersey
$617K
CW
1308
Code Waechter
Florida
$616K
ATC
1309
Adirondack Trust Company
New York
$616K
SWM
1310
Spire Wealth Management
Virginia
$615K
VWM
1311
Venturi Wealth Management
Texas
$613K
GPWM
1312
Grant Private Wealth Management
California
$613K
RCM
1313
RB Capital Management
Nevada
$613K
FIM
1314
Fruth Investment Management
Texas
$610K
RC
1315
Roundview Capital
New Jersey
$608K
FSA
1316
Financial Security Advisor
Virginia
$606K
SAA
1317
Southeast Asset Advisors
Georgia
$605K
IAS
1318
Investment Advisory Services
Texas
$604K
WC
1319
Waterloo Capital
Texas
$604K
FLPIM
1320
F.L. Putnam Investment Management
Massachusetts
$602K
RGC
1321
Roberts, Glore & Co
Illinois
$602K
MCWS
1322
McKinley Carter Wealth Services
West Virginia
$601K
TWP
1323
Tyche Wealth Partners
Texas
$601K
PWMAG
1324
Pinnacle Wealth Management Advisory Group
New Jersey
$601K
CAM
1325
Costello Asset Management
Pennsylvania
$601K