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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
ACP
1051
Aviance Capital Partners
Florida
$1.03M
DWM
1052
Dogwood Wealth Management
Kansas
$1.03M
CCA
1053
Checchi Capital Advisers
California
$1.02M
HCM
1054
Huber Capital Management
California
$1.02M
BLFG
1055
Brian Low Financial Group
Louisiana
$1.02M
ANBT
1056
American National Bank & Trust
Texas
$1.01M
MGIA
1057
Moneta Group Investment Advisors
Missouri
$1.01M
FCAS
1058
First Command Advisory Services
Texas
$1.01M
APP
1059
Avantax Planning Partners
Iowa
$993K
AMBIA
1060
Allen Mooney & Barnes Investment Advisors
Georgia
$988K
CD
1061
Chapin Davis
Maryland
$988K
ACS
1062
Archford Capital Strategies
Illinois
$986K
HA
1063
Huntleigh Advisors
Missouri
$984K
WHC
1064
Wulff, Hansen & Co
California
$984K
BIM
1065
Baldwin Investment Management
Pennsylvania
$983K
HTIM
1066
Harbour Trust & Investment Management
Indiana
$981K
AA
1067
Ancora Advisors
Ohio
$978K
IB
1068
Intrust Bank
Kansas
$977K
BHIA
1069
Birch Hill Investment Advisors
Massachusetts
$976K
DA
1070
Doliver Advisors
Texas
$975K
MFG
1071
MidWestOne Financial Group
Iowa
$972K
C
1072
Croban
Ohio
$969K
BRWM
1073
Blue Rock Wealth Management
North Carolina
$968K
SC
1074
Sawyer & Company
Massachusetts
$965K
TCOTS
1075
Trust Company of the South
North Carolina
$962K