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
FWM
1476
Focused Wealth Management
New York
$445K
LCM
1477
Landscape Capital Management
New Jersey
$445K
IAMOG
1478
Investors Asset Management of Georgia
Georgia
$445K
TPWA
1479
TRUE Private Wealth Advisors
Oregon
$443K
FCA
1480
FLC Capital Advisors
California
$442K
UCI
1481
Uncommon Cents Investing
Wisconsin
$442K
RWA
1482
Redhawk Wealth Advisors
Minnesota
$442K
PIMG
1483
Patriot Investment Management Group
Tennessee
$441K
VP
1484
Verum Partners
North Carolina
$441K
GBT
1485
Grove Bank & Trust
Florida
$438K
GSWA
1486
Good Steward Wealth Advisors
Tennessee
$438K
Fiera Capital (Canada)
1487
Fiera Capital (Canada)
Quebec, Canada
$436K
WKWM
1488
Walter & Keenan Wealth Management
Indiana
$436K
SFP
1489
Sandbox Financial Partners
Maryland
$436K
VFP
1490
Verus Financial Partners
Virginia
$435K
AWAP
1491
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$434K
DWM
1492
Drive Wealth Management
Utah
$432K
RWM
1493
RKL Wealth Management
Pennsylvania
$432K
BFC
1494
Bedel Financial Consulting
Indiana
$431K
AWM
1495
Accel Wealth Management
Iowa
$430K
YP
1496
YANKCOM Partnership
South Dakota
$429K
CFS
1497
CRA Financial Services
New Jersey
$429K
RZH
1498
Relyea Zuckerberg Hanson
Connecticut
$428K
MIP
1499
Marietta Investment Partners
Wisconsin
$426K
API
1500
Asset Planning Inc
California
$426K