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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
RWM
2301
Rialto Wealth Management
New York
$3.34K
WW
2302
Winnow Wealth
Texas
$3.1K
MDA
2303
Minot DeBlois Advisors
Massachusetts
$3.09K
HFM
2304
Harvest Fund Management
China
$3K
TCB
2305
Texas Capital Bancshares
Texas
$2.6K
APM
2306
Advanced Portfolio Management
New York
$2.48K
EWM
2307
Evolution Wealth Management
Florida
$2.23K
QWM
2308
Quaker Wealth Management
New Jersey
$1.98K
CAM
2309
Clarity Asset Management
Iowa
$1.98K
MHIP
2310
Mountain Hill Investment Partners
New Jersey
$1.9K
AT
2311
Avalon Trust
New Mexico
$1.73K
DF
2312
DecisionPoint Financial
Arizona
$1.71K
SFCL
2313
Strengthening Families & Communities LLC
Massachusetts
$1.61K
TCA
2314
Trifecta Capital Advisors
Illinois
$1.61K
VWA
2315
Valued Wealth Advisors
Utah
$1.27K
TSMHT
2316
Thurston Springer Miller Herd & Titak
Indiana
$1.24K
PMAM
2317
Picton Mahoney Asset Management
Ontario, Canada
$1K
HIA
2318
HFM Investment Advisors
New Jersey
$866
IAS
2319
IMA Advisory Services
Colorado
$743
HC
2320
Hurley Capital
New York
$619
EFMH
2321
E Fund Management (HK)
Hong Kong
$619
CPG
2322
Cornerstone Planning Group
New Jersey
$526
BMC
2323
Bear Mountain Capital
Washington
$513
BIM
2324
Breakwater Investment Management
Washington
$495
WOC
2325
West Oak Capital
California
$387