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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
CC
1201
Corsicana & Co
Texas
$753K
BPC
1202
Bearing Point Capital
Minnesota
$752K
MSS
1203
Mitchell Sinkler & Starr
Pennsylvania
$749K
CCA
1204
Cobblestone Capital Advisors
New York
$749K
FB
1205
Finward Bancorp
Indiana
$748K
CAM
1206
Cidel Asset Management
Ontario, Canada
$748K
SG Americas Securities
1207
SG Americas Securities
New York
$748K
AWMM
1208
Aegis Wealth Management (Maryland)
Maryland
$748K
OL
1209
Optas LLC
Texas
$747K
BONH
1210
Bank of New Hampshire
New Hampshire
$747K
HBT
1211
Hills Bank & Trust
Iowa
$747K
VCP
1212
Verus Capital Partners
Arizona
$746K
WPC
1213
Waters Parkerson & Co
Louisiana
$745K
WMA
1214
Wealth Management Associates
New Jersey
$744K
WT
1215
Whittier Trust
California
$743K
SACTSONJ
1216
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$743K
NAS
1217
NWF Advisory Services
California
$742K
GEA
1218
Glen Eagle Advisors
New Jersey
$740K
AWS
1219
Aspen Wealth Strategies
Colorado
$739K
NW
1220
NewEdge Wealth
Pennsylvania
$738K
KA
1221
Kovack Advisors
Florida
$736K
AGA
1222
Arkos Global Advisors
Texas
$733K
NFG
1223
Nations Financial Group
Iowa
$732K
WTC
1224
WhitTier Trust Company
Nevada
$725K
WSC
1225
Wellington Shields & Co
New York
$722K