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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
BJL
1126
Brighton Jones LLC
Washington
$868K
GHA
1127
GW Henssler & Associates
Georgia
$860K
AIC
1128
Archer Investment Corporation
Indiana
$856K
IA
1129
Integrity Alliance
Iowa
$856K
KFA
1130
Kapstone Financial Advisors
Ohio
$853K
SKK
1131
Shepherd Kaplan Krochuk
Massachusetts
$850K
CFS
1132
Cannon Financial Strategists
Georgia
$846K
Fisher Asset Management
1133
Fisher Asset Management
Washington
$845K
KA
1134
KLCM Advisors
Wisconsin
$845K
LF
1135
Lantz Financial
Illinois
$844K
MCM
1136
Manchester Capital Management
Vermont
$841K
SWA
1137
Stratos Wealth Advisors
Ohio
$840K
SC
1138
Steph & Co
Wisconsin
$836K
AWA
1139
Adapt Wealth Advisors
Georgia
$836K
GFP
1140
Gryphon Financial Partners
Ohio
$834K
VVP
1141
Venture Visionary Partners
Ohio
$834K
AWE
1142
Avidian Wealth Enterprises
Texas
$834K
CWM
1143
Challenger Wealth Management
California
$832K
HCM
1144
Hengehold Capital Management
Ohio
$831K
MFC
1145
Mechanics Financial Corp
Ohio
$831K
CAM
1146
Carret Asset Management
New York
$828K
CAS
1147
Coppell Advisory Solutions
Texas
$826K
BWS
1148
Buck Wealth Strategies
Colorado
$824K
PA
1149
Persium Advisors
Georgia
$821K
HNWAG
1150
High Net Worth Advisory Group
Florida
$821K