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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
FIA
701
Foundations Investment Advisors
Arizona
$2.52M
USCWA
702
U.S. Capital Wealth Advisors
Texas
$2.52M
DGM
703
Delta Global Management
New York
$2.51M
CAC
704
Certified Advisory Corp
Florida
$2.51M
MRP
705
Measured Risk Portfolios
California
$2.5M
CCP
706
Clarkston Capital Partners
Michigan
$2.5M
T. Rowe Price Investment Management
707
T. Rowe Price Investment Management
Maryland
$2.5M
WS
708
Wedbush Securities
California
$2.49M
JIP
709
Jaffetilchin Investment Partners
Florida
$2.47M
SAG
710
SageView Advisory Group
California
$2.47M
RCA
711
Ranch Capital Advisors
Florida
$2.45M
OPA
712
Old Port Advisors
Maine
$2.45M
MIF
713
Mediolanum International Funds
Ireland
$2.45M
HCA
714
Harbor Capital Advisors
Illinois
$2.44M
SOAMC
715
Spirit of America Management Corp
New York
$2.44M
SP
716
Successful Portfolios
Florida
$2.43M
PMWMG
717
Parr McKnight Wealth Management Group
Minnesota
$2.43M
CWMS
718
Cannon Wealth Management Services
North Carolina
$2.43M
LA
719
LVW Advisors
New York
$2.42M
CFG
720
Citizens Financial Group
Rhode Island
$2.42M
PTP
721
Platform Technology Partners
New York
$2.41M
CIBC World Market
722
CIBC World Market
Ontario, Canada
$2.4M
CNBT
723
Canandaigua National Bank & Trust
New York
$2.4M
AAMA
724
Advanced Asset Management Advisors
Ohio
$2.39M
1832 Asset Management
725
1832 Asset Management
Ontario, Canada
$2.39M