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Duke Energy

2,285 hedge funds and large institutions have $65.8B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 179 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
2,285
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
AWM
2201
Accredited Wealth Management
Kentucky
$16.6K
SC
2202
Swan Capital
Florida
$16.6K
HNW
2203
High Note Wealth
Minnesota
$15.1K
TCM
2204
TD Capital Management
Tennessee
$15K
HHGA
2205
Halbert Hargrove Global Advisors
California
$14.7K
CAM
2206
Chesapeake Asset Management
New York
$14.7K
CIAS
2207
CBIZ Investment Advisory Services
Ohio
$14.6K
JGCM
2208
Joseph Group Capital Management
Ohio
$14.6K
PC
2209
Promus Capital
Illinois
$14.5K
MAM
2210
MMA Asset Management
Pennsylvania
$14.1K
APW
2211
Acima Private Wealth
Virginia
$13.6K
JSAM
2212
J. Safra Asset Management
New York
$13.6K
RTL
2213
Red Tortoise LLC
Georgia
$13.5K
PIS
2214
POM Investment Strategies
North Carolina
$13.5K
IWP
2215
IAG Wealth Partners
Wisconsin
$13.4K
MAM
2216
Marquette Asset Management
Minnesota
$13K
CFP
2217
Comprehensive Financial Planning
Pennsylvania
$12.9K
GPI
2218
General Partner Inc
Pennsylvania
$12.5K
SA
2219
SRH Advisors
Kansas
$12.4K
LC
2220
Lavaca Capital
Texas
$12.4K
TC
2221
Trust Company
Kansas
$12.4K
AAG
2222
Accordant Advisory Group
Maryland
$12.4K
GK
2223
Graney & King
New York
$12.4K
MWA
2224
Miller Wealth Advisors
Colorado
$12.4K
BGC
2225
Beutel, Goodman & Co
Ontario, Canada
$12K