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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
PA
926
Parallel Advisors
California
$1.42M
VA
927
Valmark Advisers
Ohio
$1.42M
AFP
928
Ausdal Financial Partners
Iowa
$1.41M
BO
929
Bank OZK
Arkansas
$1.41M
LC
930
LCNB Corp
Ohio
$1.4M
TRCT
931
Tower Research Capital (TRC)
New York
$1.39M
BHA
932
Beech Hill Advisors
New York
$1.39M
LWP
933
LMG Wealth Partners
Louisiana
$1.39M
I
934
InceptionR
California
$1.39M
IAIM
935
International Assets Investment Management
Florida
$1.38M
KFGK
936
Keystone Financial Group (Kentucky)
Kentucky
$1.38M
CCP
937
Cassia Capital Partners
North Carolina
$1.38M
BRWA
938
B. Riley Wealth Advisors
Florida
$1.37M
SC
939
Scotia Capital
Ontario, Canada
$1.37M
FRA
940
Frank Rimerman Advisors
California
$1.37M
BWP
941
Balboa Wealth Partners
Arizona
$1.37M
OF
942
Outfitter Financial
Maine
$1.37M
CIC
943
Carnegie Investment Counsel
Ohio
$1.37M
AWM
944
Allen Wealth Management
North Carolina
$1.35M
HAM
945
Harmony Asset Management
Arizona
$1.35M
1SB
946
1ST Source Bank
Indiana
$1.35M
AIA
947
Arbor Investment Advisors
North Carolina
$1.35M
PWP
948
Phillips Wealth Planners
Mississippi
$1.34M
LIA
949
LS Investment Advisors
Michigan
$1.34M
FCCM
950
First City Capital Management
Georgia
$1.33M