DUK icon

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
LS
1901
Leelyn Smith
Illinois
$226K
RAM
1902
Revere Asset Management
Texas
$226K
MI
1903
Motiv8 Investments
Florida
$226K
RWMG
1904
Redwood Wealth Management Group
New Jersey
$225K
AGWCA
1905
Annis Gardner Whiting Capital Advisors
Florida
$225K
GGS
1906
Galvin Gaustad & Stein
Arizona
$224K
JPMIA
1907
J.P. Marvel Investment Advisors
Massachusetts
$224K
SIS
1908
Sound Income Strategies
Florida
$224K
RSWM
1909
Robertson Stephens Wealth Management
California
$224K
RFA
1910
Reyes Financial Architecture
California
$223K
BF
1911
Brucke Financial
Indiana
$223K
CWM
1912
Chesapeake Wealth Management
Virginia
$223K
JRCM
1913
Jones Road Capital Management
New York
$223K
SPC
1914
Spirepoint Private Client
Florida
$223K
HBS
1915
Howard Bailey Securities
Indiana
$223K
WAM
1916
WealthTrust Asset Management
Florida
$223K
AW
1917
Alteri Wealth
California
$222K
JJBC
1918
James J. Burns & Company
New York
$222K
TWA
1919
TCI Wealth Advisors
Arizona
$222K
SC
1920
Stephens Consulting
Michigan
$221K
CRIG
1921
Charter Research & Investment Group
Connecticut
$220K
MWM
1922
Mattern Wealth Management
Kansas
$220K
PJWM
1923
Philip James Wealth Mangement
Georgia
$220K
GCP
1924
GSA Capital Partners
United Kingdom
$220K
NFGCM
1925
Norman Fields Gottscho Capital Management
New York
$220K