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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
JWM
1951
Jessup Wealth Management
Ohio
$214K
WBC
1952
West Branch Capital
Massachusetts
$213K
LNB
1953
Ledyard National Bank
$213K
FAG
1954
Fortitude Advisory Group
Washington
$213K
FWI
1955
Facet Wealth Inc
Maryland
$213K
KCFA
1956
Key Client Fiduciary Advisors
New Jersey
$212K
HT
1957
Heritage Trust
Oklahoma
$212K
CWG
1958
Crown Wealth Group
North Carolina
$212K
QPWM
1959
Quadrant Private Wealth Management
Pennsylvania
$212K
WMWM
1960
Wilkins Miller Wealth Management
Alabama
$211K
1WA
1961
180 Wealth Advisors
Washington
$211K
DWA
1962
Douglass Winthrop Advisors
New York
$211K
1IA
1963
1834 Investment Advisors
Wisconsin
$210K
WSWA
1964
Warren Street Wealth Advisors
California
$210K
IWA
1965
IVC Wealth Advisors
Pennsylvania
$210K
MWM
1966
MBE Wealth Management
Wisconsin
$210K
ERIC
1967
Eagle Rock Investment Company
Georgia
$209K
RIA
1968
Richwood Investment Advisors
Ohio
$209K
FFG
1969
Frisch Financial Group
New York
$208K
WCM
1970
Wedge Capital Management
North Carolina
$208K
APWA
1971
Atlas Private Wealth Advisors
New Jersey
$208K
A
1972
Argentarii
Ohio
$207K
RK
1973
Rather & Kittrell
Tennessee
$207K
MCFP
1974
Mallini Complete Financial Planning
Florida
$207K
WAM
1975
Worth Asset Management
Texas
$207K