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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
EWM
976
Evermay Wealth Management
Virginia
$1.27M
CTA
977
Chesley Taft & Associates
Illinois
$1.27M
CT
978
Chicago Trust
Illinois
$1.27M
LF
979
LifePlan Financial
Minnesota
$1.26M
RGF
980
Retirement Guys Formula
Ohio
$1.26M
FPL
981
Fortress Private Ledger
North Carolina
$1.26M
WCM
982
Winthrop Capital Management
Indiana
$1.26M
AA
983
ALPS Advisors
Colorado
$1.26M
AB
984
Atlas Brown
Kentucky
$1.26M
AIM
985
Aigen Investment Management
New York
$1.25M
CIAS
986
CFS Investment Advisory Services
New Jersey
$1.25M
NC
987
NovaPoint Capital
Georgia
$1.25M
FVWA
988
Foster Victor Wealth Advisors
South Carolina
$1.23M
PFM
989
Premier Fund Managers
United Kingdom
$1.23M
GCM
990
Gables Capital Management
Florida
$1.23M
OKSA
991
O'Keefe Stevens Advisory
New York
$1.23M
MW
992
MBL Wealth
North Carolina
$1.21M
AC
993
AlphaCore Capital
California
$1.21M
PWM
994
Pines Wealth Management
North Carolina
$1.21M
KCPG
995
Kavar Capital Partners Group
Kansas
$1.21M
HTC
996
Haverford Trust Company
Pennsylvania
$1.2M
WFI
997
West Family Investments
California
$1.2M
CG
998
Corundum Group
Colorado
$1.19M
FNA
999
First National Advisers
Nebraska
$1.19M
EWA
1000
EverSource Wealth Advisors
Alabama
$1.18M