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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
OFS
1501
OMC Financial Services
New York
$419K
HFS
1502
Hantz Financial Services
Michigan
$418K
PL
1503
Perpetual Ltd
Australia
$416K
HFP
1504
Holistic Financial Partners
Indiana
$416K
MWM
1505
Mindset Wealth Management
Indiana
$415K
ASC
1506
Atalanta Sosnoff Capital
New York
$414K
CFS
1507
Commonwealth Financial Services
West Virginia
$414K
AL
1508
Aspiriant LLC
California
$414K
DSC
1509
Duncker Streett & Co
Missouri
$410K
FFG
1510
Fiduciary Financial Group
California
$409K
BSSFA
1511
Baron Silver Stevens Financial Advisors
Florida
$409K
OWA
1512
Opal Wealth Advisors
New York
$408K
BS
1513
Banco Santander
Spain
$407K
CIA
1514
Cladis Investment Advisory
Montana
$407K
MWA
1515
Muirfield Wealth Advisors
North Carolina
$405K
CFG
1516
Cooper Financial Group
California
$404K
MAM
1517
MWA Asset Management
Massachusetts
$403K
FBFS
1518
First Business Financial Services
Wisconsin
$402K
CL
1519
CVFG LLC
Indiana
$401K
PHWM
1520
Pine Harbor Wealth Management
Maryland
$401K
TFO
1521
Timonier Family Office
North Carolina
$401K
LA
1522
Latitude Advisors
Florida
$399K
MWP
1523
Meriwether Wealth & Planning
Louisiana
$399K
LMKC
1524
L.M. Kohn & Company
Ohio
$399K
WBWA
1525
William B. Walkup & Associates
South Carolina
$399K