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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
Edgewood Management
1176
Edgewood Management
Connecticut
$780K
AAG
1177
Armstrong Advisory Group
Massachusetts
$780K
SIG
1178
Spinnaker Investment Group
California
$780K
MCM
1179
Monument Capital Management
Virginia
$779K
GSEP
1180
Golden State Equity Partners
California
$778K
BSTWA
1181
Blake Schutter Theil Wealth Advisors
Ohio
$778K
AIMA
1182
Ables Iannone Moore & Associates
Georgia
$777K
BHWM
1183
Bar Harbor Wealth Management
New Hampshire
$774K
GB
1184
Goepper Burkhardt
South Carolina
$774K
VH
1185
Visionary Horizons
Tennessee
$772K
PCMN
1186
Paradigm Capital Management (Nevada)
Nevada
$771K
CWMP
1187
Clarion Wealth Managment Partners
Virginia
$770K
FFWM
1188
Future Financial Wealth Management
Ohio
$766K
WT
1189
Washington Trust
Rhode Island
$763K
EWM
1190
EPG Wealth Management
Georgia
$763K
NB
1191
Northwest Bancshares
Pennsylvania
$762K
CSC
1192
Caldwell Sutter Capital
California
$762K
UBG
1193
United Bank (Georgia)
Georgia
$760K
AG
1194
AmeriFlex Group
Nevada
$760K
CWP
1195
Cyndeo Wealth Partners
Florida
$760K
FMP
1196
Financial Management Professionals
Texas
$759K
MTC
1197
McDaniel Terry & Co
Texas
$758K
PFBT
1198
Parkside Financial Bank & Trust
Missouri
$756K
CA
1199
Calton & Associates
Florida
$754K
CS
1200
Crescent Sterling
Louisiana
$754K