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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
CIC
951
Carnegie Investment Counsel
Ohio
$1.37M
AWM
952
Allen Wealth Management
North Carolina
$1.35M
HAM
953
Harmony Asset Management
Arizona
$1.35M
1SB
954
1ST Source Bank
Indiana
$1.35M
AIA
955
Arbor Investment Advisors
North Carolina
$1.35M
PWP
956
Phillips Wealth Planners
Mississippi
$1.34M
LIA
957
LS Investment Advisors
Michigan
$1.34M
FCCM
958
First City Capital Management
Georgia
$1.33M
WFS
959
Widmann Financial Services
Maryland
$1.33M
ILI
960
Invesco LLC (Illinois)
Illinois
$1.33M
CI
961
Cherokee Insurance
Michigan
$1.32M
SWM
962
Segment Wealth Management
Texas
$1.32M
TPA
963
Trivium Point Advisory
Connecticut
$1.32M
FCM
964
Fourpath Capital Management
Oklahoma
$1.32M
FNFDCM
965
Folger Nolan Fleming Douglas Capital Management
District of Columbia
$1.31M
FAM
966
Formidable Asset Management
Ohio
$1.31M
IAS
967
Insigneo Advisory Services
Florida
$1.31M
SFI
968
SPC Financial Inc
Maryland
$1.3M
ClearBridge Investments
969
ClearBridge Investments
New York
$1.3M
OFG
970
OmniStar Financial Group
North Carolina
$1.3M
GWM
971
Gibbs Wealth Management
Georgia
$1.3M
AWA
972
Aaron Wealth Advisors
Illinois
$1.3M
HKIM
973
Hayek Kallen Investment Management
Alabama
$1.3M
WPP
974
Whalerock Point Partners
Rhode Island
$1.29M
RF
975
Roxbury Financial
New Jersey
$1.29M