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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
VWA
1976
VSM Wealth Advisory
Maryland
$207K
MAG
1977
MRA Advisory Group
New Jersey
$206K
A
1978
Allianz
Germany
$206K
GAM
1979
Gould Asset Management
California
$206K
WFMPM
1980
Woodley Farra Manion Portfolio Management
Indiana
$205K
YIA
1981
YHB Investment Advisors
Connecticut
$204K
SW
1982
SkyOak Wealth
Michigan
$204K
BC
1983
Barrett & Company
Rhode Island
$204K
SC
1984
Sepio Capital
Utah
$204K
WKSWA
1985
White Knight Strategic Wealth Advisors
New Jersey
$204K
GAA
1986
Global Assets Advisory
Florida
$204K
WI
1987
WrapManager Inc
California
$204K
MCP
1988
Mirador Capital Partners
California
$204K
TW
1989
Traveka Wealth
California
$204K
FAT
1990
First American Trust
California
$202K
PWA
1991
Phoenix Wealth Advisors
North Carolina
$202K
CCA
1992
Cadent Capital Advisors
Oklahoma
$202K
CCM
1993
Crew Capital Management
Ohio
$202K
AT
1994
American Trust
Kentucky
$202K
SWAG
1995
Spectrum Wealth Advisory Group
California
$201K
SRC
1996
Stone Run Capital
New York
$201K
FWM
1997
ForthRight Wealth Management
Georgia
$200K
IWM
1998
IMG Wealth Management
Florida
$200K
FFA
1999
First Foundation Advisors
California
$200K
MAM
2000
Morse Asset Management
Connecticut
$186K