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Duke Energy

2,324 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, 1,043 increasing their positions, 758 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: 68.45%68.44% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,324
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
GA
2226
Guerra Advisors
Florida
$20.2K
MWM
2227
Mascoma Wealth Management
New Hampshire
$20K
PG
2228
Proffitt & Goodson
Tennessee
$20K
OCM
2229
Orion Capital Management
California
$19.7K
ITFISA
2230
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$19.4K
RWPA
2231
Richard W. Paul & Associates
Michigan
$18.2K
RAM
2232
Ramirez Asset Management
New York
$17.8K
FFA
2233
Frazier Financial Advisors
Ohio
$17K
DWA
2234
Delos Wealth Advisors
Texas
$17K
CAC
2235
Core Alternative Capital
Georgia
$16.8K
TWD
2236
True Wealth Design
Ohio
$16.6K
AWM
2237
Accredited Wealth Management
Kentucky
$16.6K
SC
2238
Swan Capital
Florida
$16.6K
HNW
2239
High Note Wealth
Minnesota
$15.1K
TCM
2240
TD Capital Management
Tennessee
$15K
HHGA
2241
Halbert Hargrove Global Advisors
California
$14.7K
CAM
2242
Chesapeake Asset Management
New York
$14.7K
CIAS
2243
CBIZ Investment Advisory Services
Ohio
$14.6K
JGCM
2244
Joseph Group Capital Management
Ohio
$14.6K
PC
2245
Promus Capital
Illinois
$14.5K
MAM
2246
MMA Asset Management
Pennsylvania
$14.1K
APW
2247
Acima Private Wealth
Virginia
$13.6K
JSAM
2248
J. Safra Asset Management
New York
$13.6K
RTL
2249
Red Tortoise LLC
Georgia
$13.5K
PIS
2250
POM Investment Strategies
North Carolina
$13.5K