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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
ADL
1501
Asset Dedication LLC
California
$426K
COI
1502
Connable Office Inc
Michigan
$426K
AF
1503
Aldebaran Financial
$425K
CIA
1504
Cape Investment Advisory
Georgia
$424K
UFF
1505
USA Financial Formulas
Michigan
$424K
NSIM
1506
North Star Investment Management
Illinois
$424K
SAM
1507
Secure Asset Management
Michigan
$423K
AWP
1508
Atlas Wealth Partners
Pennsylvania
$422K
C
1509
Certuity
Florida
$420K
EGM
1510
Engineers Gate Manager
New York
$420K
RMDI
1511
R.M. Davis Inc
Maine
$420K
BIA
1512
Beacon Investment Advisors
Maryland
$419K
OFS
1513
OMC Financial Services
New York
$419K
HFS
1514
Hantz Financial Services
Michigan
$418K
PL
1515
Perpetual Ltd
Australia
$416K
HFP
1516
Holistic Financial Partners
Indiana
$416K
MWM
1517
Mindset Wealth Management
Indiana
$415K
ASC
1518
Atalanta Sosnoff Capital
New York
$414K
CFS
1519
Commonwealth Financial Services
West Virginia
$414K
AL
1520
Aspiriant LLC
California
$414K
DSC
1521
Duncker Streett & Co
Missouri
$410K
FFG
1522
Fiduciary Financial Group
California
$409K
BSSFA
1523
Baron Silver Stevens Financial Advisors
Florida
$409K
OWA
1524
Opal Wealth Advisors
New York
$408K
BS
1525
Banco Santander
Spain
$407K