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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
GFWA
2076
Grey Fox Wealth Advisors
Delaware
$92.8K
OP
2077
ORG Partners
Indiana
$92.2K
GWSA
2078
Global Wealth Strategies & Associates
Colorado
$91.8K
LFA
2079
LGT Financial Advisors
Texas
$90.7K
LIA
2080
Luken Investment Analytics
Tennessee
$89.2K
KFA
2081
Kelleher Financial Advisors
New York
$88.2K
BHWM
2082
Beaird Harris Wealth Management
Texas
$85.4K
AW
2083
Avion Wealth
Texas
$85K
FF
2084
Friedenthal Financial
New Jersey
$82.9K
PP
2085
PFS Partners
New Jersey
$82.8K
EDRH
2086
Edmond de Rothschild Holding
Switzerland
$82.5K
IRAG
2087
Investment Research & Advisory Group
Georgia
$81.1K
TFM
2088
TFC Financial Management
Massachusetts
$80.8K
HFM
2089
Hartford Financial Management
Connecticut
$79.4K
FC
2090
Fairscale Capital
New Hampshire
$79.2K
JGIA
2091
Jackson Grant Investment Advisers
Connecticut
$78.7K
GAG
2092
Goodman Advisory Group
Massachusetts
$78.5K
WSCM
2093
Wellington Shields Capital Management
New York
$78K
GAM
2094
Guinness Asset Management
United Kingdom
$76.8K
HWM
2095
Hemington Wealth Management
Virginia
$76K
CIAM
2096
Caitong International Asset Management
Hong Kong
$74.5K
1M
2097
1248 Management
Missouri
$72.6K
GWP
2098
Gen-Wealth Partners
Michigan
$72.5K
FGA
2099
Fortis Group Advisors
New Jersey
$70.5K
FWA
2100
Flagship Wealth Advisors
Massachusetts
$69.7K