DUK icon

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
TC
1401
Truvestments Capital
Florida
$512K
CGH
1402
CMG Global Holdings
Texas
$510K
FBC
1403
Fairfield, Bush & Co
Connecticut
$509K
DWM
1404
Diversify Wealth Management
Utah
$506K
OTPPB
1405
Ontario Teachers' Pension Plan Board
Ontario, Canada
$506K
MCG
1406
McCollum Christoferson Group
New York
$505K
Holocene Advisors
1407
Holocene Advisors
New York
$504K
BAM
1408
Blueshift Asset Management
New Jersey
$504K
BW
1409
BXM Wealth
Colorado
$503K
KIA
1410
Knollwood Investment Advisory
Maryland
$502K
FWP
1411
Firethorn Wealth Partners
Georgia
$501K
PWMG
1412
Pinnacle Wealth Management Group
Michigan
$501K
TCBWMS
1413
Texas Capital Bank Wealth Management Services
Texas
$501K
WA
1414
Waddell & Associates
Tennessee
$497K
OCM
1415
One Capital Management
California
$496K
BC
1416
Bayforest Capital
United Kingdom
$495K
BTWM
1417
Brass Tax Wealth Management
Ohio
$494K
WP
1418
Westmount Partners
California
$494K
PFA
1419
Peak Financial Advisors
Colorado
$493K
BMCM
1420
Bryn Mawr Capital Management
Pennsylvania
$493K
TIA
1421
Tiemann Investment Advisors
California
$488K
MCM
1422
McDonough Capital Management
Florida
$486K
MAM
1423
Marotta Asset Management
Virginia
$485K
LWA
1424
Lantern Wealth Advisors
New York
$485K
FEM
1425
Fulcrum Equity Management
Texas
$485K