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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
Fiera Capital (Canada)
1476
Fiera Capital (Canada)
Quebec, Canada
$436K
WKWM
1477
Walter & Keenan Wealth Management
Indiana
$436K
SFP
1478
Sandbox Financial Partners
Maryland
$436K
VFP
1479
Verus Financial Partners
Virginia
$435K
AWAP
1480
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$434K
DWM
1481
Drive Wealth Management
Utah
$432K
RWM
1482
RKL Wealth Management
Pennsylvania
$432K
BFC
1483
Bedel Financial Consulting
Indiana
$431K
AWM
1484
Accel Wealth Management
Iowa
$430K
YP
1485
YANKCOM Partnership
South Dakota
$429K
CFS
1486
CRA Financial Services
New Jersey
$429K
RZH
1487
Relyea Zuckerberg Hanson
Connecticut
$428K
MIP
1488
Marietta Investment Partners
Wisconsin
$426K
API
1489
Asset Planning Inc
California
$426K
ADL
1490
Asset Dedication LLC
California
$426K
COI
1491
Connable Office Inc
Michigan
$426K
AF
1492
Aldebaran Financial
$425K
UFF
1493
USA Financial Formulas
Michigan
$424K
NSIM
1494
North Star Investment Management
Illinois
$424K
SAM
1495
Secure Asset Management
Michigan
$423K
AWP
1496
Atlas Wealth Partners
Pennsylvania
$422K
C
1497
Certuity
Florida
$420K
EGM
1498
Engineers Gate Manager
New York
$420K
RMDI
1499
R.M. Davis Inc
Maine
$420K
BIA
1500
Beacon Investment Advisors
Maryland
$419K