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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
RFA
976
Rollins Financial Advisors
New York
$1.29M
SC
977
Schulhoff & Co
Ohio
$1.29M
TTWM
978
TCV Trust & Wealth Management
Virginia
$1.29M
VA
979
VestGen Advisors
Illinois
$1.28M
NFSG
980
Newbridge Financial Services Group
Florida
$1.28M
THCM
981
Taylor Hoffman Capital Management
Virginia
$1.27M
FC
982
FCA Corp
Texas
$1.27M
CC
983
Chicago Capital
Illinois
$1.27M
EWM
984
Evermay Wealth Management
Virginia
$1.27M
CTA
985
Chesley Taft & Associates
Illinois
$1.27M
CT
986
Chicago Trust
Illinois
$1.27M
LF
987
LifePlan Financial
Minnesota
$1.26M
RGF
988
Retirement Guys Formula
Ohio
$1.26M
FPL
989
Fortress Private Ledger
North Carolina
$1.26M
WCM
990
Winthrop Capital Management
Indiana
$1.26M
AA
991
ALPS Advisors
Colorado
$1.26M
AB
992
Atlas Brown
Kentucky
$1.26M
AIM
993
Aigen Investment Management
New York
$1.25M
CIAS
994
CFS Investment Advisory Services
New Jersey
$1.25M
NC
995
NovaPoint Capital
Georgia
$1.25M
FVWA
996
Foster Victor Wealth Advisors
South Carolina
$1.23M
PFM
997
Premier Fund Managers
United Kingdom
$1.23M
GCM
998
Gables Capital Management
Florida
$1.23M
OKSA
999
O'Keefe Stevens Advisory
New York
$1.23M
MW
1000
MBL Wealth
North Carolina
$1.21M