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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
BC
1451
Broadwater Capital
Massachusetts
$454K
GPW
1452
Genesis Private Wealth
Virginia
$452K
AIS
1453
AM Investment Strategies
Tennessee
$452K
XWM
1454
Xcel Wealth Management
Florida
$451K
FWTB
1455
First Western Trust Bank
Colorado
$450K
BWM
1456
Birchcreek Wealth Management
Ohio
$450K
CAM
1457
Campion Asset Management
Virginia
$449K
LSPW
1458
Lake Street Private Wealth
Illinois
$448K
BWM
1459
Baron Wealth Management
Michigan
$447K
BOPW
1460
Brandywine Oak Private Wealth
Pennsylvania
$447K
QCIG
1461
Quad-Cities Investment Group
Iowa
$447K
MFWP
1462
Mosaic Family Wealth Partners
Missouri
$446K
AC
1463
Aldebaran Capital
Indiana
$446K
BCM
1464
Bayesian Capital Management
New York
$446K
FWM
1465
Focused Wealth Management
New York
$445K
LCM
1466
Landscape Capital Management
New Jersey
$445K
IAMOG
1467
Investors Asset Management of Georgia
Georgia
$445K
TPWA
1468
TRUE Private Wealth Advisors
Oregon
$443K
FCA
1469
FLC Capital Advisors
California
$442K
UCI
1470
Uncommon Cents Investing
Wisconsin
$442K
RWA
1471
Redhawk Wealth Advisors
Minnesota
$442K
PIMG
1472
Patriot Investment Management Group
Tennessee
$441K
VP
1473
Verum Partners
North Carolina
$441K
GBT
1474
Grove Bank & Trust
Florida
$438K
GSWA
1475
Good Steward Wealth Advisors
Tennessee
$438K