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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
AEPWM
2101
Atlantic Edge Private Wealth Management
Florida
$94.9K
FDCP
2102
Foster Dykema Cabot & Partners
Massachusetts
$94.5K
MFT
2103
Moisand Fitzgerald Tamayo
Florida
$94.4K
GFWA
2104
Grey Fox Wealth Advisors
Delaware
$92.8K
OP
2105
ORG Partners
Indiana
$92.2K
GWSA
2106
Global Wealth Strategies & Associates
Colorado
$91.8K
PPA
2107
Painted Porch Advisors
California
$91.5K
LFA
2108
LGT Financial Advisors
Texas
$90.7K
LIA
2109
Luken Investment Analytics
Tennessee
$89.2K
KFA
2110
Kelleher Financial Advisors
New York
$88.2K
BHWM
2111
Beaird Harris Wealth Management
Texas
$85.4K
AW
2112
Avion Wealth
Texas
$85K
FF
2113
Friedenthal Financial
New Jersey
$82.9K
PP
2114
PFS Partners
New Jersey
$82.8K
EDRH
2115
Edmond de Rothschild Holding
Switzerland
$82.5K
IRAG
2116
Investment Research & Advisory Group
Georgia
$81.1K
TFM
2117
TFC Financial Management
Massachusetts
$80.8K
HFM
2118
Hartford Financial Management
Connecticut
$79.4K
FC
2119
Fairscale Capital
New Hampshire
$79.2K
JGIA
2120
Jackson Grant Investment Advisers
Connecticut
$78.7K
GAG
2121
Goodman Advisory Group
Massachusetts
$78.5K
WSCM
2122
Wellington Shields Capital Management
New York
$78K
GAM
2123
Guinness Asset Management
United Kingdom
$76.8K
HWM
2124
Hemington Wealth Management
Virginia
$76K
CIAM
2125
Caitong International Asset Management
Hong Kong
$74.5K