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Duke Energy

2,321 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, 1,041 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: 68.44%68.44% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,321
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
RAM
1926
Revere Asset Management
Texas
$226K
MI
1927
Motiv8 Investments
Florida
$226K
RWMG
1928
Redwood Wealth Management Group
New Jersey
$225K
AGWCA
1929
Annis Gardner Whiting Capital Advisors
Florida
$225K
GGS
1930
Galvin Gaustad & Stein
Arizona
$224K
JPMIA
1931
J.P. Marvel Investment Advisors
Massachusetts
$224K
SIS
1932
Sound Income Strategies
Florida
$224K
RSWM
1933
Robertson Stephens Wealth Management
California
$224K
RFA
1934
Reyes Financial Architecture
California
$223K
BF
1935
Brucke Financial
Indiana
$223K
CWM
1936
Chesapeake Wealth Management
Virginia
$223K
JRCM
1937
Jones Road Capital Management
New York
$223K
SPC
1938
Spirepoint Private Client
Florida
$223K
WAM
1939
WealthTrust Asset Management
Florida
$223K
AW
1940
Alteri Wealth
California
$222K
JJBC
1941
James J. Burns & Company
New York
$222K
TWA
1942
TCI Wealth Advisors
Arizona
$222K
SC
1943
Stephens Consulting
Michigan
$221K
CRIG
1944
Charter Research & Investment Group
Connecticut
$220K
MWM
1945
Mattern Wealth Management
Kansas
$220K
PJWM
1946
Philip James Wealth Mangement
Georgia
$220K
GCP
1947
GSA Capital Partners
United Kingdom
$220K
NFGCM
1948
Norman Fields Gottscho Capital Management
New York
$220K
EHWM
1949
Eads & Heald Wealth Management
Georgia
$220K
ECML
1950
Eagle Capital Management (Louisiana)
Louisiana
$220K