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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
FWP
1401
Firethorn Wealth Partners
Georgia
$501K
PWMG
1402
Pinnacle Wealth Management Group
Michigan
$501K
TCBWMS
1403
Texas Capital Bank Wealth Management Services
Texas
$501K
WA
1404
Waddell & Associates
Tennessee
$497K
OCM
1405
One Capital Management
California
$496K
BC
1406
Bayforest Capital
United Kingdom
$495K
BTWM
1407
Brass Tax Wealth Management
Ohio
$494K
WP
1408
Westmount Partners
California
$494K
PFA
1409
Peak Financial Advisors
Colorado
$493K
BMCM
1410
Bryn Mawr Capital Management
Pennsylvania
$493K
TIA
1411
Tiemann Investment Advisors
California
$488K
MCM
1412
McDonough Capital Management
Florida
$486K
MAM
1413
Marotta Asset Management
Virginia
$485K
LWA
1414
Lantern Wealth Advisors
New York
$485K
LI
1415
Lafayette Investments
Maryland
$484K
AIP
1416
Almanack Investment Partners
Pennsylvania
$483K
QC
1417
Quent Capital
New York
$483K
AA
1418
Alta Advisers
United Kingdom
$483K
AWAU
1419
Alliance Wealth Advisors (Utah)
Utah
$481K
LAM
1420
L2 Asset Management
Massachusetts
$481K
Koshinski Asset Management
1421
Koshinski Asset Management
Illinois
$480K
BCG
1422
Breakwater Capital Group
New Jersey
$480K
PPC
1423
Park Place Capital
Alabama
$479K
RMCM
1424
Reynders McVeigh Capital Management
Massachusetts
$479K
WDA
1425
Wendell David Associates
New Hampshire
$479K