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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
CFO
1276
CVA Family Office
Colorado
$640K
WIC
1277
Wilkins Investment Counsel
Massachusetts
$640K
AIM
1278
Aspen Investment Management
Michigan
$639K
CWM
1279
Cordatus Wealth Management
Pennsylvania
$639K
CBT
1280
Crews Bank & Trust
Florida
$637K
BB
1281
Busey Bank
Illinois
$637K
BFA
1282
Bill Few Associates
Pennsylvania
$633K
PA
1283
Probity Advisors
Texas
$633K
PFA
1284
Petra Financial Advisors
Colorado
$630K
DAS
1285
Diversify Advisory Services
Utah
$630K
CCA
1286
Childress Capital Advisors
Texas
$626K
SWM
1287
SeaCrest Wealth Management
New York
$626K
PFA
1288
Pettinga Financial Advisors
Indiana
$625K
FFBTD
1289
First Financial Bank - Trust Division
Ohio
$625K
CWS
1290
Cypress Wealth Services
California
$625K
SSA
1291
Sierra Summit Advisors
Nevada
$623K
WIM
1292
WealthPlan Investment Management
Nebraska
$620K
GWM
1293
GSB Wealth Management
Connecticut
$620K
BAM
1294
Broyhill Asset Management
North Carolina
$619K
RC
1295
Rithm Capital
New York
$619K
PPWP
1296
Premier Path Wealth Partners
New Jersey
$617K
CW
1297
Code Waechter
Florida
$616K
ATC
1298
Adirondack Trust Company
New York
$616K
SWM
1299
Spire Wealth Management
Virginia
$615K
VWM
1300
Venturi Wealth Management
Texas
$613K