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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
SAM
2026
S.A. Mason
Michigan
$150K
TFA
2027
Transamerica Financial Advisors
Florida
$150K
GTAM
2028
Global Trust Asset Management
Florida
$150K
SWIM
2029
Smallwood Wealth Investment Management
New Jersey
$149K
IWA
2030
Icon Wealth Advisors
Texas
$149K
CCM
2031
Chilton Capital Management
Texas
$147K
PGAM
2032
Princeton Global Asset Management
New Jersey
$147K
NRG
2033
Nemes Rush Group
Michigan
$145K
FPF
2034
First Pacific Financial
Washington
$143K
AF
2035
Alerus Financial
North Dakota
$143K
WB
2036
Webster Bank
Connecticut
$139K
WIM
2037
Westside Investment Management
California
$138K
CT
2038
Coastline Trust
Rhode Island
$136K
JWM
2039
JPL Wealth Management
Colorado
$135K
CP
2040
Canopy Partners
Ohio
$135K
MTIC
2041
Missouri Trust & Investment Company
Missouri
$135K
HCMG
2042
Howard Capital Management Group
California
$130K
ATC
2043
Advantage Trust Company
Kansas
$127K
PSB
2044
Piscataqua Savings Bank
New Hampshire
$127K
GIA
2045
GHP Investment Advisors
Colorado
$127K
BAM
2046
Byrne Asset Management
New Jersey
$126K
CWM
2047
Copia Wealth Management
Oregon
$126K
TPBG
2048
Turning Point Benefit Group
Maryland
$125K
DCBT
2049
Dakota Community Bank & Trust
North Dakota
$125K
WA
2050
Whipplewood Advisors
Colorado
$122K