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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
FSA
626
Franklin Street Advisors
North Carolina
$3.16M
AF
627
Apollon Financial
South Carolina
$3.16M
GW
628
Griffith & Werner
Georgia
$3.16M
WP
629
WealthShield Partners
North Carolina
$3.15M
MWM
630
Moran Wealth Management
Florida
$3.15M
AC
631
Asio Capital
Kentucky
$3.14M
DTL
632
Dynamic Technology Lab
Singapore
$3.13M
PCIA
633
Prime Capital Investment Advisors
Kansas
$3.13M
IC
634
IEQ Capital
California
$3.13M
APC
635
Aspire Private Capital
North Carolina
$3.12M
ET
636
Equitable Trust
Tennessee
$3.12M
IA
637
IFP Advisors
Florida
$3.09M
NGA
638
Naples Global Advisors
Florida
$3.08M
NMIMC
639
Northwestern Mutual Investment Management Company
Wisconsin
$3.07M
CV
640
Counterweight Ventures
North Carolina
$3.06M
SIC
641
Shoker Investment Counsel
Ohio
$3.03M
JFL
642
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.02M
SB
643
Strategic Blueprint
Georgia
$3M
Voloridge Investment Management
644
Voloridge Investment Management
Florida
$3M
EWM
645
Evercore Wealth Management
New York
$2.99M
STA
646
Summit Trail Advisors
New York
$2.99M
LOPW
647
Live Oak Private Wealth
North Carolina
$2.99M
CA
648
Cullinan Associates
Kentucky
$2.99M
SFS
649
Stiles Financial Services
Minnesota
$2.98M
HCM
650
Hall Capital Management
Rhode Island
$2.95M