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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
LF
1126
Lantz Financial
Illinois
$844K
MCM
1127
Manchester Capital Management
Vermont
$841K
SWA
1128
Stratos Wealth Advisors
Ohio
$840K
SC
1129
Steph & Co
Wisconsin
$836K
AWA
1130
Adapt Wealth Advisors
Georgia
$836K
GFP
1131
Gryphon Financial Partners
Ohio
$834K
VVP
1132
Venture Visionary Partners
Ohio
$834K
AWE
1133
Avidian Wealth Enterprises
Texas
$834K
CWM
1134
Challenger Wealth Management
California
$832K
HCM
1135
Hengehold Capital Management
Ohio
$831K
MFC
1136
Mechanics Financial Corp
Ohio
$831K
CAM
1137
Carret Asset Management
New York
$828K
CAS
1138
Coppell Advisory Solutions
Texas
$826K
BWS
1139
Buck Wealth Strategies
Colorado
$824K
PA
1140
Persium Advisors
Georgia
$821K
HNWAG
1141
High Net Worth Advisory Group
Florida
$821K
LWAM
1142
Legacy Wealth Asset Management
Minnesota
$818K
AWM
1143
Aprio Wealth Management
Georgia
$818K
MFGM
1144
Marshall Financial Group (Maryland)
Maryland
$814K
HCM
1145
Howard Capital Management
Georgia
$814K
SLWA
1146
San Luis Wealth Advisors
California
$811K
IPWA
1147
International Private Wealth Advisors
California
$810K
UBV
1148
United Bank (Virginia)
Virginia
$810K
WBCM
1149
Wilson & Boucher Capital Management
California
$809K
SIMG
1150
Sonora Investment Management Group
Arizona
$808K