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Duke Energy

2,322 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, 1,042 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: 68.45%68.44% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,322
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
BI
801
Ballast Inc
Kentucky
$1.95M
SF
802
Symphony Financial
Texas
$1.94M
JWM
803
Jeppson Wealth Management
California
$1.94M
MWM
804
Mission Wealth Management
California
$1.93M
AF
805
AGP Franklin
Tennessee
$1.92M
GIC
806
Generali Investments CEE
Czech Republic
$1.92M
EFG
807
Ethos Financial Group
Pennsylvania
$1.92M
CHC
808
City Holding Co
West Virginia
$1.92M
PWM
809
Perigon Wealth Management
California
$1.89M
CWS
810
Confluence Wealth Services
Pennsylvania
$1.89M
MC
811
Machina Capital
France
$1.89M
RA
812
RFG Advisory
Alabama
$1.89M
CC
813
Cornerstone Capital
California
$1.89M
GH
814
GAM Holding
Switzerland
$1.89M
PCG
815
Prosperity Consulting Group
Maryland
$1.89M
AIA
816
AssuredPartners Investment Advisors
Florida
$1.88M
EI
817
Ethic Inc
New York
$1.88M
RWM
818
Ritholtz Wealth Management
New York
$1.87M
AFG
819
Atomi Financial Group
New York
$1.87M
GWA
820
Gibson Wealth Advisors
Texas
$1.86M
RC
821
Rahlfs Capital
Texas
$1.85M
OHWP
822
Oak Harbor Wealth Partners
North Carolina
$1.85M
IAN
823
Integrated Advisors Network
Texas
$1.85M
CWM
824
Cornerstone Wealth Management
Missouri
$1.85M
PWP
825
Precedent Wealth Partners
Texas
$1.85M