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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
SWA
1326
Strategies Wealth Advisors
Michigan
$584K
TPI
1327
Trust Point Inc
Wisconsin
$582K
TIA
1328
Traphagen Investment Advisors
New Jersey
$580K
GM
1329
GeoWealth Management
Illinois
$579K
AAIM
1330
Asset Advisors Investment Management
Georgia
$578K
RCM
1331
Radnor Capital Management
Pennsylvania
$578K
BFC
1332
Blue Fin Capital
Rhode Island
$578K
MSA
1333
Marathon Strategic Advisors
Pennsylvania
$577K
BFS
1334
Bard Financial Services
Connecticut
$576K
PWAM
1335
Pinnacle West Asset Management
Wyoming
$576K
NAG
1336
Northstar Advisory Group
New Jersey
$575K
OC
1337
Oakworth Capital
Alabama
$574K
HVP
1338
Hudson Value Partners
Florida
$572K
FHA
1339
Flagship Harbor Advisors
Massachusetts
$572K
ECM
1340
Evergreen Capital Management
Washington
$571K
PCM
1341
Princeton Capital Management
New Jersey
$570K
WCM
1342
Washington Capital Management
Washington
$569K
VCM
1343
Virtue Capital Management
Tennessee
$568K
NPFS
1344
Novak & Powell Financial Services
Florida
$567K
AWM
1345
Accurate Wealth Management
Florida
$564K
PA
1346
PFG Advisors
Arizona
$564K
GSWM
1347
Golden State Wealth Management
California
$564K
ORC
1348
O'Rourke & Company
Massachusetts
$563K
DAM
1349
Doheny Asset Management
California
$563K
OFS
1350
OneAscent Financial Services
Alabama
$562K