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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
BTW
1526
Boston Trust Walden
Massachusetts
$398K
JWM
1527
Jackson Wealth Management
Florida
$398K
CIM
1528
CIM Investment Management
Pennsylvania
$398K
CAAS
1529
Capital Asset Advisory Services
Michigan
$398K
CST
1530
Charles Schwab Trust
Nevada
$397K
CFA
1531
CWS Financial Advisors
Michigan
$396K
KCM
1532
Kathmere Capital Management
Pennsylvania
$396K
FDW
1533
Fourth Dimension Wealth
Ohio
$395K
FPW
1534
Fairvoy Private Wealth
Alabama
$395K
CIA
1535
Choate Investment Advisors
Massachusetts
$393K
FCFC
1536
First Citizens Financial Corp
Iowa
$393K
CB
1537
CNB Bank
Pennsylvania
$392K
BMC
1538
Beaton Management Company
Massachusetts
$392K
SAW
1539
Signal Advisors Wealth
Michigan
$392K
4WM
1540
44 Wealth Management
Oregon
$392K
OBWG
1541
Onyx Bridge Wealth Group
New York
$392K
MGAM
1542
McGowan Group Asset Management
Texas
$392K
BWM
1543
BKM Wealth Management
Wisconsin
$391K
MCM
1544
Marathon Capital Management
Maryland
$391K
CS
1545
Cannell & Spears
New York
$391K
AWM
1546
Avior Wealth Management
Nebraska
$390K
FA
1547
Fagan Associates
New York
$390K
CW
1548
Channel Wealth
California
$389K
SAM
1549
Summit Asset Management
Tennessee
$388K
MSWMA
1550
Market Street Wealth Management Advisors
Indiana
$386K