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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
AC
1001
AlphaCore Capital
California
$1.21M
PWM
1002
Pines Wealth Management
North Carolina
$1.21M
KCPG
1003
Kavar Capital Partners Group
Kansas
$1.21M
HTC
1004
Haverford Trust Company
Pennsylvania
$1.2M
WFI
1005
West Family Investments
California
$1.2M
CG
1006
Corundum Group
Colorado
$1.19M
FNA
1007
First National Advisers
Nebraska
$1.19M
EWA
1008
EverSource Wealth Advisors
Alabama
$1.18M
APG
1009
Abacus Planning Group
South Carolina
$1.18M
KWA
1010
Kellett Wealth Advisors
Ohio
$1.18M
SC
1011
Syon Capital
California
$1.17M
GC
1012
Grimes & Company
Massachusetts
$1.17M
SWM
1013
Sculati Wealth Management
Michigan
$1.17M
DB
1014
Danske Bank
Denmark
$1.16M
ISL
1015
Ingalls & Snyder LLC
New York
$1.16M
SCM
1016
Sollinda Capital Management
Florida
$1.16M
JSW
1017
Journey Strategic Wealth
New Jersey
$1.15M
PFSC
1018
Peoples Financial Services Corp
Pennsylvania
$1.15M
JAG
1019
Journey Advisory Group
Kentucky
$1.15M
HFS
1020
Horizon Financial Services
North Carolina
$1.15M
KFS
1021
Keynote Financial Services
Connecticut
$1.15M
FMB
1022
Field & Main Bank
Kentucky
$1.14M
VAM
1023
Verity Asset Management
North Carolina
$1.14M
RA
1024
Ransom Advisory
Rhode Island
$1.14M
EPM
1025
Elm Partners Management
Pennsylvania
$1.13M