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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
AWM
2176
Abound Wealth Management
Tennessee
$34.7K
BFS
2177
Bare Financial Services
Pennsylvania
$34.6K
WAG
2178
Wiser Advisor Group
Arizona
$34K
MPW
2179
MASECO Private Wealth
$32.9K
S
2180
Sachetta
Massachusetts
$32.5K
AIM
2181
Access Investment Management
Georgia
$32.4K
DF
2182
Dunhill Financial
United Kingdom
$32.3K
FNWA
2183
Financial Network Wealth Advisors
Utah
$31.3K
VWM
2184
Vermillion Wealth Management
Minnesota
$30.9K
LAM
2185
Lynch Asset Management
Pennsylvania
$30.9K
WAS
2186
Winch Advisory Services
Wisconsin
$30.7K
LD
2187
Lipe & Dalton
New York
$30K
LWMI
2188
Legacy Wealth Management (Idaho)
Idaho
$29.7K
PWMG
2189
Prestige Wealth Management Group
New Jersey
$29.5K
PSFG
2190
Park Square Financial Group
Georgia
$29.2K
NWMP
2191
Noble Wealth Management PBC
Colorado
$28.8K
JFA
2192
JNBA Financial Advisors
Minnesota
$27.6K
NEWAS
2193
N.E.W. Advisory Services
Wisconsin
$27.6K
BCPWM
2194
Bradley & Co Private Wealth Management
Florida
$27.5K
AWM
2195
Activest Wealth Management
Florida
$27.5K
KFP
2196
Kerr Financial Planning
California
$27.4K
MSG
2197
Main Street Group
Virginia
$27.4K
PCM
2198
Perritt Capital Management
Illinois
$25.9K
SWA
2199
SOA Wealth Advisors
New York
$25.6K
TTIC
2200
Tower Trust & Investment Company
Iowa
$25.6K