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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
BMC
1551
Beaton Management Company
Massachusetts
$392K
SAW
1552
Signal Advisors Wealth
Michigan
$392K
4WM
1553
44 Wealth Management
Oregon
$392K
OBWG
1554
Onyx Bridge Wealth Group
New York
$392K
MGAM
1555
McGowan Group Asset Management
Texas
$392K
BWM
1556
BKM Wealth Management
Wisconsin
$391K
MCM
1557
Marathon Capital Management
Maryland
$391K
CS
1558
Cannell & Spears
New York
$391K
AWM
1559
Avior Wealth Management
Nebraska
$390K
FA
1560
Fagan Associates
New York
$390K
CW
1561
Channel Wealth
California
$389K
SAM
1562
Summit Asset Management
Tennessee
$388K
MSWMA
1563
Market Street Wealth Management Advisors
Indiana
$386K
TCA
1564
Transcend Capital Advisors
New Jersey
$386K
NPF
1565
Norris Perne & French
Michigan
$386K
WPA
1566
West Paces Advisors
Georgia
$384K
WC
1567
Westhampton Capital
North Carolina
$383K
MA
1568
MCF Advisors
Kentucky
$383K
SPWG
1569
Syntegra Private Wealth Group
Missouri
$382K
MIC
1570
Means Investment Company
Maine
$381K
CAWM
1571
Capital Advisors Wealth Management
Washington
$380K
WP
1572
Waycross Partners
Kentucky
$379K
LIA
1573
LSP Investment Advisors
New York
$379K
WA1
1574
Wimmer Associates 1
California
$378K
SN
1575
Sittner & Nelson
Oregon
$378K