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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
WA
1251
WESPAC Advisors
California
$674K
HI
1252
Hendershot Investments
Virginia
$674K
AF
1253
Apexium Financial
Texas
$672K
MA
1254
MBA Advisors
Pennsylvania
$672K
JWA
1255
JFS Wealth Advisors
Pennsylvania
$672K
Q1WB
1256
Quest 10 Wealth Builders
Virginia
$670K
CFP
1257
Catalyst Financial Partners
Massachusetts
$669K
OWA
1258
Octavia Wealth Advisors
Ohio
$668K
FFG
1259
First Financial Group
North Carolina
$666K
CS
1260
Capital Square
Tennessee
$664K
ACI
1261
Alpha Cubed Investments
California
$664K
HL
1262
HeadInvest LLC
Maine
$662K
BWM
1263
BCGM Wealth Management
Indiana
$661K
RFA
1264
Register Financial Advisors
Georgia
$658K
NB
1265
NBT Bank
New York
$658K
CAL
1266
Capital Analysts LLC
Pennsylvania
$657K
VCWM
1267
Vista Cima Wealth Management
Arizona
$657K
AC
1268
Avestar Capital
New York
$653K
PWM
1269
PBMares Wealth Management
Virginia
$652K
CA
1270
Crewe Advisors
Utah
$649K
CWM
1271
Calamos Wealth Management
Illinois
$647K
BA
1272
Bridgewater Advisors
New York
$646K
SLT
1273
St Louis Trust
Missouri
$644K
APIM
1274
Agate Pass Investment Management
Washington
$643K
CNBOF
1275
City National Bank of Florida
Florida
$642K