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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
CAL
1276
Capital Analysts LLC
Pennsylvania
$657K
VCWM
1277
Vista Cima Wealth Management
Arizona
$657K
AC
1278
Avestar Capital
New York
$653K
PWM
1279
PBMares Wealth Management
Virginia
$652K
CA
1280
Crewe Advisors
Utah
$649K
CWM
1281
Calamos Wealth Management
Illinois
$647K
BA
1282
Bridgewater Advisors
New York
$646K
SLT
1283
St Louis Trust
Missouri
$644K
APIM
1284
Agate Pass Investment Management
Washington
$643K
KP
1285
Keel Point
Alabama
$643K
CNBOF
1286
City National Bank of Florida
Florida
$642K
CFO
1287
CVA Family Office
Colorado
$640K
WIC
1288
Wilkins Investment Counsel
Massachusetts
$640K
AIM
1289
Aspen Investment Management
Michigan
$639K
CWM
1290
Cordatus Wealth Management
Pennsylvania
$639K
CBT
1291
Crews Bank & Trust
Florida
$637K
BB
1292
Busey Bank
Illinois
$637K
BFA
1293
Bill Few Associates
Pennsylvania
$633K
PA
1294
Probity Advisors
Texas
$633K
PFA
1295
Petra Financial Advisors
Colorado
$630K
DAS
1296
Diversify Advisory Services
Utah
$630K
CCA
1297
Childress Capital Advisors
Texas
$626K
SWM
1298
SeaCrest Wealth Management
New York
$626K
PFA
1299
Pettinga Financial Advisors
Indiana
$625K
FFBTD
1300
First Financial Bank - Trust Division
Ohio
$625K