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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
LI
1426
Lafayette Investments
Maryland
$484K
AIP
1427
Almanack Investment Partners
Pennsylvania
$483K
QC
1428
Quent Capital
New York
$483K
AA
1429
Alta Advisers
United Kingdom
$483K
AWAU
1430
Alliance Wealth Advisors (Utah)
Utah
$481K
LAM
1431
L2 Asset Management
Massachusetts
$481K
Koshinski Asset Management
1432
Koshinski Asset Management
Illinois
$480K
BCG
1433
Breakwater Capital Group
New Jersey
$480K
PPC
1434
Park Place Capital
Alabama
$479K
RMCM
1435
Reynders McVeigh Capital Management
Massachusetts
$479K
WDA
1436
Wendell David Associates
New Hampshire
$479K
ICP
1437
Interchange Capital Partners
Pennsylvania
$477K
TA
1438
TrueWealth Advisors
Alabama
$476K
NCM
1439
NCM Capital Management
New Jersey
$474K
QWP
1440
Quotient Wealth Partners
Texas
$474K
IAP
1441
Indie Asset Partners
Indiana
$473K
SEIA
1442
Signature Estate & Investment Advisors
California
$472K
AP
1443
Americana Partners
Texas
$472K
CI
1444
Conning Inc
Connecticut
$471K
GAMC
1445
Garner Asset Management Corp
Texas
$470K
OCG
1446
Opus Capital Group
Ohio
$467K
WIS
1447
Wright Investors Service
Connecticut
$467K
KWMG
1448
King Wealth Management Group
Florida
$466K
LOIP
1449
Live Oak Investment Partners
Texas
$466K
FAN
1450
Financial Advisors Network
California
$466K