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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
PFA
376
Pathway Financial Advisers
Indiana
$7.09M
FFA
377
Founders Financial Alliance
North Carolina
$7.09M
BA
378
BCM Advisors
Louisiana
$7.08M
FMII
379
Farmers & Merchants Investments Inc
Nebraska
$7.07M
Brown Advisory
380
Brown Advisory
Maryland
$7.02M
MSU
381
Mizuho Securities USA
New York
$6.94M
CCM
382
Coldstream Capital Management
Washington
$6.92M
SPG
383
Strategic Planning Group
Utah
$6.9M
ATC
384
Argent Trust Co
Tennessee
$6.85M
TPCW
385
TD Private Client Wealth
New York
$6.85M
PSP
386
Principal Street Partners
Tennessee
$6.84M
RDWM
387
Red Door Wealth Management
Tennessee
$6.83M
SC
388
SummitTX Capital
Texas
$6.82M
CIBC Private Wealth Group
389
CIBC Private Wealth Group
Georgia
$6.81M
Allianz Asset Management
390
Allianz Asset Management
Germany
$6.78M
SSWM
391
Smith Salley Wealth Management
North Carolina
$6.76M
SWP
392
Stratos Wealth Partners
Ohio
$6.75M
DIA
393
Dean Investment Associates
Ohio
$6.71M
Lido Advisors
394
Lido Advisors
California
$6.67M
KWM
395
Kingsview Wealth Management
Oregon
$6.63M
Kovitz Investment Group Partners
396
Kovitz Investment Group Partners
Illinois
$6.61M
CCP
397
Clough Capital Partners
Massachusetts
$6.6M
PMG
398
ProVise Management Group
Florida
$6.53M
ASN
399
Advisory Services Network
Georgia
$6.52M
MCC
400
Money Concepts Capital
Florida
$6.51M