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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
WAM
1326
Walker Asset Management
Missouri
$600K
SS
1327
Sunbelt Securities
Texas
$599K
BAAM
1328
Baker Avenue Asset Management
California
$596K
WFM
1329
Wolff Financial Management
Michigan
$595K
HWA
1330
HHM Wealth Advisors
Tennessee
$594K
SEP
1331
Southland Equity Partners
Missouri
$593K
XT
1332
XTX Topco
Cayman Islands
$592K
TA
1333
TruWealth Advisors
Louisiana
$592K
HI
1334
Hudock Inc
Pennsylvania
$589K
JIC
1335
Joel Isaacson & Co
New York
$586K
BOJHT
1336
Bank of Jackson Hole Trust
Wyoming
$586K
SWA
1337
Strategies Wealth Advisors
Michigan
$584K
TPI
1338
Trust Point Inc
Wisconsin
$582K
TIA
1339
Traphagen Investment Advisors
New Jersey
$580K
GM
1340
GeoWealth Management
Illinois
$579K
AAIM
1341
Asset Advisors Investment Management
Georgia
$578K
RCM
1342
Radnor Capital Management
Pennsylvania
$578K
BFC
1343
Blue Fin Capital
Rhode Island
$578K
MSA
1344
Marathon Strategic Advisors
Pennsylvania
$577K
BFS
1345
Bard Financial Services
Connecticut
$576K
PWAM
1346
Pinnacle West Asset Management
Wyoming
$576K
NAG
1347
Northstar Advisory Group
New Jersey
$575K
OC
1348
Oakworth Capital
Alabama
$574K
HVP
1349
Hudson Value Partners
Florida
$572K
FHA
1350
Flagship Harbor Advisors
Massachusetts
$572K