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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
A
2001
Allianz
Germany
$206K
GAM
2002
Gould Asset Management
California
$206K
WFMPM
2003
Woodley Farra Manion Portfolio Management
Indiana
$205K
YIA
2004
YHB Investment Advisors
Connecticut
$204K
SW
2005
SkyOak Wealth
Michigan
$204K
BC
2006
Barrett & Company
Rhode Island
$204K
SC
2007
Sepio Capital
Utah
$204K
WKSWA
2008
White Knight Strategic Wealth Advisors
New Jersey
$204K
GAA
2009
Global Assets Advisory
Florida
$204K
WI
2010
WrapManager Inc
California
$204K
MCP
2011
Mirador Capital Partners
California
$204K
TW
2012
Traveka Wealth
California
$204K
FAT
2013
First American Trust
California
$202K
PWA
2014
Phoenix Wealth Advisors
North Carolina
$202K
CCA
2015
Cadent Capital Advisors
Oklahoma
$202K
CCM
2016
Crew Capital Management
Ohio
$202K
AT
2017
American Trust
Kentucky
$202K
SWAG
2018
Spectrum Wealth Advisory Group
California
$201K
SRC
2019
Stone Run Capital
New York
$201K
FWM
2020
ForthRight Wealth Management
Georgia
$200K
IWM
2021
IMG Wealth Management
Florida
$200K
FFA
2022
First Foundation Advisors
California
$200K
MAM
2023
Morse Asset Management
Connecticut
$186K
ME
2024
McIlrath & Eck
Washington
$186K
HIMS
2025
Hager Investment Management Services
New Hampshire
$183K