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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
DW30
851
Drucker Wealth 3.0
New Jersey
$1.68M
CF
852
Convergence Financial
Missouri
$1.68M
NL
853
NVWM LLC
Pennsylvania
$1.67M
MIA
854
MainStreet Investment Advisors
Illinois
$1.67M
JCM
855
Jacobi Capital Management
Pennsylvania
$1.66M
HDIM
856
Hanson & Doremus Investment Management
Vermont
$1.66M
LAM
857
LOM Asset Management
$1.66M
TIA
858
Trust Investment Advisors
Indiana
$1.66M
SCP
859
Stamos Capital Partners
California
$1.65M
EWA
860
Exencial Wealth Advisors
Oklahoma
$1.65M
WWA
861
WCG Wealth Advisors
Nevada
$1.64M
NP
862
Ninepoint Partners
Ontario, Canada
$1.64M
CFB
863
Cullen/Frost Bankers
Texas
$1.64M
FFN
864
Focus Financial Network
Minnesota
$1.64M
Aviva
865
Aviva
United Kingdom
$1.64M
AOWM
866
Alpha Omega Wealth Management
Virginia
$1.63M
First Manhattan
867
First Manhattan
New York
$1.63M
TE
868
Tema ETFs
New York
$1.63M
NFC
869
Northstar Financial Companies
Pennsylvania
$1.63M
TI
870
Tidal Investments
Wisconsin
$1.61M
TCOV
871
Trust Company of Vermont
Vermont
$1.61M
CW
872
CreativeOne Wealth
Kansas
$1.61M
NCM
873
Novare Capital Management
North Carolina
$1.6M
MIM
874
MTM Investment Management
South Carolina
$1.6M
HCM
875
Highview Capital Management
Illinois
$1.59M