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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
WFS
951
Widmann Financial Services
Maryland
$1.33M
ILI
952
Invesco LLC (Illinois)
Illinois
$1.33M
CI
953
Cherokee Insurance
Michigan
$1.32M
SWM
954
Segment Wealth Management
Texas
$1.32M
TPA
955
Trivium Point Advisory
Connecticut
$1.32M
FCM
956
Fourpath Capital Management
Oklahoma
$1.32M
FNFDCM
957
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.31M
FAM
958
Formidable Asset Management
Ohio
$1.31M
IAS
959
Insigneo Advisory Services
Florida
$1.31M
SFI
960
SPC Financial Inc
Maryland
$1.3M
ClearBridge Investments
961
ClearBridge Investments
New York
$1.3M
OFG
962
OmniStar Financial Group
North Carolina
$1.3M
GWM
963
Gibbs Wealth Management
Georgia
$1.3M
AWA
964
Aaron Wealth Advisors
Illinois
$1.3M
HKIM
965
Hayek Kallen Investment Management
Alabama
$1.3M
WPP
966
Whalerock Point Partners
Rhode Island
$1.29M
RF
967
Roxbury Financial
New Jersey
$1.29M
RFA
968
Rollins Financial Advisors
New York
$1.29M
SC
969
Schulhoff & Co
Ohio
$1.29M
TTWM
970
TCV Trust & Wealth Management
Virginia
$1.29M
VA
971
VestGen Advisors
Illinois
$1.28M
NFSG
972
Newbridge Financial Services Group
Florida
$1.28M
THCM
973
Taylor Hoffman Capital Management
Virginia
$1.27M
FC
974
FCA Corp
Texas
$1.27M
CC
975
Chicago Capital
Illinois
$1.27M