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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
MAG
1451
Mayfair Advisory Group
Alabama
$465K
SAM
1452
Sawgrass Asset Management
Florida
$465K
KF
1453
Krilogy Financial
Missouri
$464K
FH
1454
FWG Holdings
Florida
$463K
DA
1455
Denali Advisors
California
$462K
AGC
1456
Aspen Grove Capital
Colorado
$461K
OS
1457
Objectivity Squared
South Carolina
$461K
BCMLT
1458
Beacon Capital Management LLC (Tennessee)
Tennessee
$458K
AWM
1459
Absher Wealth Management
North Carolina
$457K
FWCM
1460
Ferguson Wellman Capital Management
Oregon
$456K
HDA
1461
Harold Davidson & Associates
California
$455K
BC
1462
Broadwater Capital
Massachusetts
$454K
GPW
1463
Genesis Private Wealth
Virginia
$452K
AIS
1464
AM Investment Strategies
Tennessee
$452K
XWM
1465
Xcel Wealth Management
Florida
$451K
FWTB
1466
First Western Trust Bank
Colorado
$450K
BWM
1467
Birchcreek Wealth Management
Ohio
$450K
CAM
1468
Campion Asset Management
Virginia
$449K
LSPW
1469
Lake Street Private Wealth
Illinois
$448K
BWM
1470
Baron Wealth Management
Michigan
$447K
BOPW
1471
Brandywine Oak Private Wealth
Pennsylvania
$447K
QCIG
1472
Quad-Cities Investment Group
Iowa
$447K
MFWP
1473
Mosaic Family Wealth Partners
Missouri
$446K
AC
1474
Aldebaran Capital
Indiana
$446K
BCM
1475
Bayesian Capital Management
New York
$446K