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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
SAM
2051
S.A. Mason
Michigan
$150K
TFA
2052
Transamerica Financial Advisors
Florida
$150K
GTAM
2053
Global Trust Asset Management
Florida
$150K
SWIM
2054
Smallwood Wealth Investment Management
New Jersey
$149K
IWA
2055
Icon Wealth Advisors
Texas
$149K
CCM
2056
Chilton Capital Management
Texas
$147K
PGAM
2057
Princeton Global Asset Management
New Jersey
$147K
NRG
2058
Nemes Rush Group
Michigan
$145K
FPF
2059
First Pacific Financial
Washington
$143K
AF
2060
Alerus Financial
North Dakota
$143K
WB
2061
Webster Bank
Connecticut
$139K
WIM
2062
Westside Investment Management
California
$138K
CT
2063
Coastline Trust
Rhode Island
$136K
JWM
2064
JPL Wealth Management
Colorado
$135K
CP
2065
Canopy Partners
Ohio
$135K
MTIC
2066
Missouri Trust & Investment Company
Missouri
$135K
WOSD
2067
WFA of San Diego
California
$134K
APW
2068
Aventura Private Wealth
Florida
$131K
HCMG
2069
Howard Capital Management Group
California
$130K
ATC
2070
Advantage Trust Company
Kansas
$127K
PSB
2071
Piscataqua Savings Bank
New Hampshire
$127K
GIA
2072
GHP Investment Advisors
Colorado
$127K
BAM
2073
Byrne Asset Management
New Jersey
$126K
CWM
2074
Copia Wealth Management
Oregon
$126K
TPBG
2075
Turning Point Benefit Group
Maryland
$125K