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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
OCM
2226
Orion Capital Management
California
$19.7K
ITFISA
2227
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$19.4K
RWPA
2228
Richard W. Paul & Associates
Michigan
$18.2K
RAM
2229
Ramirez Asset Management
New York
$17.8K
FFA
2230
Frazier Financial Advisors
Ohio
$17K
DWA
2231
Delos Wealth Advisors
Texas
$17K
CAC
2232
Core Alternative Capital
Georgia
$16.8K
TWD
2233
True Wealth Design
Ohio
$16.6K
AWM
2234
Accredited Wealth Management
Kentucky
$16.6K
SC
2235
Swan Capital
Florida
$16.6K
HNW
2236
High Note Wealth
Minnesota
$15.1K
TCM
2237
TD Capital Management
Tennessee
$15K
HHGA
2238
Halbert Hargrove Global Advisors
California
$14.7K
CAM
2239
Chesapeake Asset Management
New York
$14.7K
CIAS
2240
CBIZ Investment Advisory Services
Ohio
$14.6K
JGCM
2241
Joseph Group Capital Management
Ohio
$14.6K
PC
2242
Promus Capital
Illinois
$14.5K
MAM
2243
MMA Asset Management
Pennsylvania
$14.1K
APW
2244
Acima Private Wealth
Virginia
$13.6K
JSAM
2245
J. Safra Asset Management
New York
$13.6K
RTL
2246
Red Tortoise LLC
Georgia
$13.5K
PIS
2247
POM Investment Strategies
North Carolina
$13.5K
IWP
2248
IAG Wealth Partners
Wisconsin
$13.4K
MAM
2249
Marquette Asset Management
Minnesota
$13K
CFP
2250
Comprehensive Financial Planning
Pennsylvania
$12.9K