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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
HW
1101
HORAN Wealth
Ohio
$916K
V
1102
VeraBank
Texas
$914K
SAI
1103
Savvy Advisors Inc
New York
$914K
MFA
1104
Mayflower Financial Advisors
Massachusetts
$911K
SMA
1105
Sage Mountain Advisors
Georgia
$909K
ZIM
1106
Zacks Investment Management
Illinois
$909K
IA
1107
Inspire Advisors
Idaho
$907K
WC
1108
Wexford Capital
Florida
$907K
ACGA
1109
Atlanta Consulting Group Advisors
Georgia
$906K
PAG
1110
Powers Advisory Group
Illinois
$905K
LFA
1111
Legacy Financial Advisors
Kentucky
$903K
AIP
1112
Ameritas Investment Partners
Nebraska
$901K
BIA
1113
Bigelow Investment Advisors
Maine
$901K
PAI
1114
Pittenger & Anderson Inc
Nebraska
$897K
AWA
1115
Arete Wealth Advisors
Illinois
$896K
CB
1116
Cadence Bank
Mississippi
$895K
RWM
1117
Revisor Wealth Management
Ohio
$892K
WFG
1118
Wills Financial Group
Virginia
$885K
OHWA
1119
Oak Hill Wealth Advisors
Virginia
$884K
FC
1120
FORA Capital
Florida
$884K
FNBTCON
1121
First National Bank & Trust Co of Newtown
Pennsylvania
$881K
AFG
1122
Albion Financial Group
Utah
$879K
MA
1123
McGrath & Associates
North Carolina
$878K
CAI
1124
Capital Advisors Inc
Oklahoma
$869K
MS
1125
Madden Securities
Texas
$869K