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Duke Energy

2,286 hedge funds and large institutions have $65.8B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 180 funds opening new positions, 1,018 increasing their positions, 745 reducing their positions, and 85 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:

5% more capital invested

Capital invested by funds: $62.7B → $65.8B (+$3.12B)

0.01% less ownership

Funds ownership: 68.36%68.35% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,286
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 -$112M
2 -$84.1M
3 -$83.5M
4
Cohen & Steers
Cohen & Steers
New York
-$80.7M
5
UBS AM
UBS AM
Illinois
-$74.3M
Name Holding Trade Value Shares
Change
Change in
Stake
JIP
701
Jaffetilchin Investment Partners
Florida
$2.47M
SAG
702
SageView Advisory Group
California
$2.47M
RCA
703
Ranch Capital Advisors
Florida
$2.45M
OPA
704
Old Port Advisors
Maine
$2.45M
MIF
705
Mediolanum International Funds
Ireland
$2.45M
HCA
706
Harbor Capital Advisors
Illinois
$2.44M
SOAMC
707
Spirit of America Management Corp
New York
$2.44M
SP
708
Successful Portfolios
Florida
$2.43M
PMWMG
709
Parr McKnight Wealth Management Group
Minnesota
$2.43M
CWMS
710
Cannon Wealth Management Services
North Carolina
$2.43M
LA
711
LVW Advisors
New York
$2.42M
CFG
712
Citizens Financial Group
Rhode Island
$2.42M
PTP
713
Platform Technology Partners
New York
$2.41M
CIBC World Market
714
CIBC World Market
Ontario, Canada
$2.4M
CNBT
715
Canandaigua National Bank & Trust
New York
$2.4M
AAMA
716
Advanced Asset Management Advisors
Ohio
$2.39M
1832 Asset Management
717
1832 Asset Management
Ontario, Canada
$2.39M
CBTWT
718
Community Bank & Trust (Waco, Texas)
Texas
$2.38M
FMWA
719
Forvis Mazars Wealth Advisors
Missouri
$2.38M
VMMC
720
V.M. Manning & Co
South Carolina
$2.38M
NG
721
Norden Group
Utah
$2.37M
DIP
722
Davis Investment Partners
North Carolina
$2.37M
WA
723
Wealth Alliance
New York
$2.36M
UCB
724
United Community Bank
South Carolina
$2.36M
RWB
725
RMR Wealth Builders
New Jersey
$2.33M