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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
APG
1001
Abacus Planning Group
South Carolina
$1.18M
KWA
1002
Kellett Wealth Advisors
Ohio
$1.18M
SC
1003
Syon Capital
California
$1.17M
GC
1004
Grimes & Company
Massachusetts
$1.17M
SWM
1005
Sculati Wealth Management
Michigan
$1.17M
DB
1006
Danske Bank
Denmark
$1.16M
ISL
1007
Ingalls & Snyder LLC
New York
$1.16M
SCM
1008
Sollinda Capital Management
Florida
$1.16M
JSW
1009
Journey Strategic Wealth
New Jersey
$1.15M
PFSC
1010
Peoples Financial Services Corp
Pennsylvania
$1.15M
JAG
1011
Journey Advisory Group
Kentucky
$1.15M
HFS
1012
Horizon Financial Services
North Carolina
$1.15M
KFS
1013
Keynote Financial Services
Connecticut
$1.15M
FMB
1014
Field & Main Bank
Kentucky
$1.14M
VAM
1015
Verity Asset Management
North Carolina
$1.14M
RA
1016
Ransom Advisory
Rhode Island
$1.14M
EPM
1017
Elm Partners Management
Pennsylvania
$1.13M
CWM
1018
Crowley Wealth Management
Delaware
$1.13M
NI
1019
Nepsis Inc
Minnesota
$1.13M
SCI
1020
Stableford Capital II
Arizona
$1.13M
KIA
1021
KCM Investment Advisors
California
$1.13M
A
1022
AlphaQuest
New York
$1.13M
LNWWM
1023
Laird Norton Wetherby Wealth Management
California
$1.12M
BPWM
1024
BCS Private Wealth Management
New Jersey
$1.12M
JCFM
1025
JBR Co Financial Management
Oklahoma
$1.12M