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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
GPWM
1301
Grant Private Wealth Management
California
$613K
RCM
1302
RB Capital Management
Nevada
$613K
FIM
1303
Fruth Investment Management
Texas
$610K
RC
1304
Roundview Capital
New Jersey
$608K
FSA
1305
Financial Security Advisor
Virginia
$606K
SAA
1306
Southeast Asset Advisors
Georgia
$605K
IAS
1307
Investment Advisory Services
Texas
$604K
WC
1308
Waterloo Capital
Texas
$604K
FLPIM
1309
F.L. Putnam Investment Management
Massachusetts
$602K
RGC
1310
Roberts, Glore & Co
Illinois
$602K
MCWS
1311
McKinley Carter Wealth Services
West Virginia
$601K
TWP
1312
Tyche Wealth Partners
Texas
$601K
PWMAG
1313
Pinnacle Wealth Management Advisory Group
New Jersey
$601K
CAM
1314
Costello Asset Management
Pennsylvania
$601K
WAM
1315
Walker Asset Management
Missouri
$600K
SS
1316
Sunbelt Securities
Texas
$599K
BAAM
1317
Baker Avenue Asset Management
California
$596K
WFM
1318
Wolff Financial Management
Michigan
$595K
HWA
1319
HHM Wealth Advisors
Tennessee
$594K
SEP
1320
Southland Equity Partners
Missouri
$593K
XT
1321
XTX Topco
Cayman Islands
$592K
TA
1322
TruWealth Advisors
Louisiana
$592K
HI
1323
Hudock Inc
Pennsylvania
$589K
JIC
1324
Joel Isaacson & Co
New York
$586K
BOJHT
1325
Bank of Jackson Hole Trust
Wyoming
$586K