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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
LWA
726
Lineweaver Wealth Advisors
Ohio
$2.33M
NHC
727
Nicholas Hoffman & Company
Georgia
$2.32M
WBC
728
Westpac Banking Corp
Australia
$2.32M
UOTTAIMCU
729
University of Texas/Texas AM Investment Management Co (UTIMCO)
Texas
$2.32M
CLOS
730
Compagnie Lombard Odier SCmA
Switzerland
$2.32M
AA
731
Argent Advisors
Louisiana
$2.31M
Nomura Holdings
732
Nomura Holdings
Japan
$2.31M
AA
733
Armis Advisers
Georgia
$2.3M
SF
734
Summit Financial
New Jersey
$2.28M
LWA
735
Ledgewood Wealth Advisors
New Hampshire
$2.28M
LWL
736
Leo Wealth LLC
Texas
$2.27M
MHI
737
Miller Howard Investments
New York
$2.27M
WHG
738
Westwood Holdings Group
Texas
$2.23M
MAS
739
Meeder Advisory Services
Ohio
$2.23M
SIM
740
Stratos Investment Management
Ohio
$2.23M
SMC
741
Smith, Moore & Co
Missouri
$2.21M
BCA
742
Bay Colony Advisors
Massachusetts
$2.21M
MSA
743
Marino Stram & Associates
Massachusetts
$2.2M
MWA
744
MFA Wealth Advisors
Pennsylvania
$2.2M
DFA
745
Delta Financial Advisors
Louisiana
$2.18M
SFI
746
Siemens Fonds Invest
Germany
$2.18M
TCMG
747
TSP Capital Management Group
New Jersey
$2.18M
PGF
748
Plan Group Financial
Oklahoma
$2.16M
CPIA
749
Cornell Pochily Investment Advisors
New York
$2.15M
MHS
750
M Holdings Securities
Oregon
$2.15M