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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
TSS
1251
Two Sigma Securities
New York
$686K
PVM
1252
Palogic Value Management
Texas
$685K
AC
1253
Apella Capital
Connecticut
$683K
MSFS
1254
Main Street Financial Solutions
Pennsylvania
$682K
CSIC
1255
Clifford Swan Investment Counsel
California
$681K
SWM
1256
Silverlake Wealth Management
Vermont
$680K
EFA
1257
Edge Financial Advisors
Illinois
$679K
NL
1258
NWAM LLC
Washington
$676K
Members Trust
1259
Members Trust
Florida
$676K
TF
1260
Tudor Financial
Ohio
$674K
WA
1261
WESPAC Advisors
California
$674K
HI
1262
Hendershot Investments
Virginia
$674K
AF
1263
Apexium Financial
Texas
$672K
MA
1264
MBA Advisors
Pennsylvania
$672K
JWA
1265
JFS Wealth Advisors
Pennsylvania
$672K
Q1WB
1266
Quest 10 Wealth Builders
Virginia
$670K
CFP
1267
Catalyst Financial Partners
Massachusetts
$669K
OWA
1268
Octavia Wealth Advisors
Ohio
$668K
FFG
1269
First Financial Group
North Carolina
$666K
CS
1270
Capital Square
Tennessee
$664K
ACI
1271
Alpha Cubed Investments
California
$664K
HL
1272
HeadInvest LLC
Maine
$662K
BWM
1273
BCGM Wealth Management
Indiana
$661K
RFA
1274
Register Financial Advisors
Georgia
$658K
NB
1275
NBT Bank
New York
$658K