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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
TCA
1551
Transcend Capital Advisors
New Jersey
$386K
NPF
1552
Norris Perne & French
Michigan
$386K
WPA
1553
West Paces Advisors
Georgia
$384K
WC
1554
Westhampton Capital
North Carolina
$383K
MA
1555
MCF Advisors
Kentucky
$383K
SPWG
1556
Syntegra Private Wealth Group
Missouri
$382K
MIC
1557
Means Investment Company
Maine
$381K
CAWM
1558
Capital Advisors Wealth Management
Washington
$380K
WP
1559
Waycross Partners
Kentucky
$379K
LIA
1560
LSP Investment Advisors
New York
$379K
WA1
1561
Wimmer Associates 1
California
$378K
SN
1562
Sittner & Nelson
Oregon
$378K
EB
1563
Exchange Bank
California
$377K
BBNB
1564
Baker Boyer National Bank
Washington
$376K
CCM
1565
Charter Capital Management
Wisconsin
$376K
MHR
1566
Matthew Hamilton Rosenberg
$376K
BWA
1567
Bestgate Wealth Advisors
Maryland
$376K
CIG
1568
Cascade Investment Group
Colorado
$376K
FHC
1569
First Heartland Consultants
Missouri
$376K
NG
1570
Novem Group
New York
$375K
BAM
1571
Berkshire Asset Management
Pennsylvania
$375K
MAWA
1572
Moss Adams Wealth Advisors
Washington
$375K
MHC
1573
May Hill Capital
Massachusetts
$374K
HWA
1574
Heartwood Wealth Advisors
Virginia
$374K
SWM
1575
Shepherd Wealth Management
Ohio
$373K