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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
ECM
1351
Evergreen Capital Management
Washington
$571K
PCM
1352
Princeton Capital Management
New Jersey
$570K
WCM
1353
Washington Capital Management
Washington
$569K
NPFS
1354
Novak & Powell Financial Services
Florida
$567K
AWM
1355
Accurate Wealth Management
Florida
$564K
PA
1356
PFG Advisors
Arizona
$564K
GSWM
1357
Golden State Wealth Management
California
$564K
ORC
1358
O'Rourke & Company
Massachusetts
$563K
DAM
1359
Doheny Asset Management
California
$563K
OFS
1360
OneAscent Financial Services
Alabama
$562K
VF
1361
Virtu Financial
New York
$562K
GIP
1362
Greatmark Investment Partners
Georgia
$559K
RFA
1363
Resurgent Financial Advisors
Georgia
$558K
SAM
1364
Shell Asset Management
Netherlands
$558K
PAMG
1365
Patton Albertson Miller Group
Tennessee
$557K
AIC
1366
Argus Investors Counsel
New York
$555K
LWM
1367
Level Wealth Management
North Carolina
$554K
HFAS
1368
Hummer Financial Advisory Services
Illinois
$554K
CBB
1369
Citizens Business Bank
California
$553K
BFIM
1370
Beese Fulmer Investment Management
Ohio
$550K
SL
1371
Salomon & Ludwin
Virginia
$550K
GIA
1372
Gladstone Institutional Advisory
Florida
$549K
EW
1373
Evoke Wealth
California
$549K
BOH
1374
Bank of Hawaii
Hawaii
$547K
FCH
1375
Freestone Capital Holdings
Washington
$547K