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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
LWAM
1151
Legacy Wealth Asset Management
Minnesota
$818K
AWM
1152
Aprio Wealth Management
Georgia
$818K
MFGM
1153
Marshall Financial Group (Maryland)
Maryland
$814K
HCM
1154
Howard Capital Management
Georgia
$814K
SLWA
1155
San Luis Wealth Advisors
California
$811K
IPWA
1156
International Private Wealth Advisors
California
$810K
UBV
1157
United Bank (Virginia)
Virginia
$810K
WBCM
1158
Wilson & Boucher Capital Management
California
$809K
SIMG
1159
Sonora Investment Management Group
Arizona
$808K
SC
1160
Sapient Capital
Indiana
$805K
NP
1161
Nilsine Partners
Colorado
$802K
DI
1162
Diligent Investors
California
$801K
OIA
1163
Optimum Investment Advisors
Illinois
$800K
PJSIMP
1164
P.J. Schmidt Investment Management (PJS)
Wisconsin
$800K
SWM
1165
Stockman Wealth Management
Montana
$799K
CSI
1166
Cross Staff Investments
New York
$798K
SSG
1167
Summit Securities Group
New York
$797K
DWT
1168
Dorsey & Whitney Trust
South Dakota
$795K
STA
1169
Smith Thornton Advisors
Alabama
$795K
JGUA
1170
John G. Ullman & Associates
New York
$792K
DP
1171
Dearborn Partners
Illinois
$791K
CF
1172
Centaurus Financial
California
$791K
AF
1173
Advisornet Financial
Minnesota
$790K
SIA
1174
Soltis Investment Advisors
Utah
$786K
3IP
1175
3Chopt Investment Partners
Virginia
$786K