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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
CIA
1526
Cladis Investment Advisory
Montana
$407K
MWA
1527
Muirfield Wealth Advisors
North Carolina
$405K
CFG
1528
Cooper Financial Group
California
$404K
MAM
1529
MWA Asset Management
Massachusetts
$403K
FBFS
1530
First Business Financial Services
Wisconsin
$402K
CL
1531
CVFG LLC
Indiana
$401K
PHWM
1532
Pine Harbor Wealth Management
Maryland
$401K
TFO
1533
Timonier Family Office
North Carolina
$401K
LA
1534
Latitude Advisors
Florida
$399K
MWP
1535
Meriwether Wealth & Planning
Louisiana
$399K
LMKC
1536
L.M. Kohn & Company
Ohio
$399K
WBWA
1537
William B. Walkup & Associates
South Carolina
$399K
BTW
1538
Boston Trust Walden
Massachusetts
$398K
JWM
1539
Jackson Wealth Management
Florida
$398K
CIM
1540
CIM Investment Management
Pennsylvania
$398K
CAAS
1541
Capital Asset Advisory Services
Michigan
$398K
CST
1542
Charles Schwab Trust
Nevada
$397K
CFA
1543
CWS Financial Advisors
Michigan
$396K
KCM
1544
Kathmere Capital Management
Pennsylvania
$396K
FDW
1545
Fourth Dimension Wealth
Ohio
$395K
FPW
1546
Fairvoy Private Wealth
Alabama
$395K
BSC
1547
BRIGHTON SECURITIES CORP.
New York
$393K
CIA
1548
Choate Investment Advisors
Massachusetts
$393K
FCFC
1549
First Citizens Financial Corp
Iowa
$393K
CB
1550
CNB Bank
Pennsylvania
$392K