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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
ICP
1426
Interchange Capital Partners
Pennsylvania
$477K
TA
1427
TrueWealth Advisors
Alabama
$476K
NCM
1428
NCM Capital Management
New Jersey
$474K
QWP
1429
Quotient Wealth Partners
Texas
$474K
IAP
1430
Indie Asset Partners
Indiana
$473K
SEIA
1431
Signature Estate & Investment Advisors
California
$472K
AP
1432
Americana Partners
Texas
$472K
CI
1433
Conning Inc
Connecticut
$471K
GAMC
1434
Garner Asset Management Corp
Texas
$470K
OCG
1435
Opus Capital Group
Ohio
$467K
WIS
1436
Wright Investors Service
Connecticut
$467K
KWMG
1437
King Wealth Management Group
Florida
$466K
LOIP
1438
Live Oak Investment Partners
Texas
$466K
FAN
1439
Financial Advisors Network
California
$466K
MAG
1440
Mayfair Advisory Group
Alabama
$465K
SAM
1441
Sawgrass Asset Management
Florida
$465K
KF
1442
Krilogy Financial
Missouri
$464K
FH
1443
FWG Holdings
Florida
$463K
DA
1444
Denali Advisors
California
$462K
AGC
1445
Aspen Grove Capital
Colorado
$461K
OS
1446
Objectivity Squared
South Carolina
$461K
BCMLT
1447
Beacon Capital Management LLC (Tennessee)
Tennessee
$458K
AWM
1448
Absher Wealth Management
North Carolina
$457K
FWCM
1449
Ferguson Wellman Capital Management
Oregon
$456K
HDA
1450
Harold Davidson & Associates
California
$455K