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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
ACGA
1101
Atlanta Consulting Group Advisors
Georgia
$906K
PAG
1102
Powers Advisory Group
Illinois
$905K
LFA
1103
Legacy Financial Advisors
Kentucky
$903K
AIP
1104
Ameritas Investment Partners
Nebraska
$901K
BIA
1105
Bigelow Investment Advisors
Maine
$901K
PAI
1106
Pittenger & Anderson Inc
Nebraska
$897K
AWA
1107
Arete Wealth Advisors
Illinois
$896K
CB
1108
Cadence Bank
Mississippi
$895K
RWM
1109
Revisor Wealth Management
Ohio
$892K
WFG
1110
Wills Financial Group
Virginia
$885K
OHWA
1111
Oak Hill Wealth Advisors
Virginia
$884K
FC
1112
FORA Capital
Florida
$884K
FNBTCON
1113
First National Bank & Trust Co of Newtown
Pennsylvania
$881K
AFG
1114
Albion Financial Group
Utah
$879K
MA
1115
McGrath & Associates
North Carolina
$878K
CAI
1116
Capital Advisors Inc
Oklahoma
$869K
MS
1117
Madden Securities
Texas
$869K
BJL
1118
Brighton Jones LLC
Washington
$868K
AIC
1119
Archer Investment Corporation
Indiana
$856K
IA
1120
Integrity Alliance
Iowa
$856K
KFA
1121
Kapstone Financial Advisors
Ohio
$853K
SKK
1122
Shepherd Kaplan Krochuk
Massachusetts
$850K
CFS
1123
Cannon Financial Strategists
Georgia
$846K
Fisher Asset Management
1124
Fisher Asset Management
Washington
$845K
KA
1125
KLCM Advisors
Wisconsin
$845K