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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
JC
1576
JB Capital
Connecticut
$373K
TBT
1577
Texas Bank & Trust
Texas
$372K
EFSCE
1578
Enterprise Financial Services Corp (EFSC)
Missouri
$371K
WPI
1579
Walter Public Investments
Canada
$371K
CWM
1580
Centurion Wealth Management
Virginia
$370K
AFAS
1581
Acorn Financial Advisory Services
Virginia
$369K
CG
1582
CFO4Life Group
Texas
$369K
CCFM
1583
Clear Creek Financial Management
Washington
$369K
DOA
1584
D'Orazio & Associates
Virginia
$368K
AA
1585
Acorns Advisers
California
$366K
MA
1586
MKT Advisors
California
$366K
BWCS
1587
Beirne Wealth Consulting Services
Connecticut
$366K
RWP
1588
Revolve Wealth Partners
New Jersey
$365K
LAS
1589
Lloyd Advisory Services
Georgia
$364K
BFAG
1590
Blackston Financial Advisory Group
Florida
$364K
VST
1591
Van Strum & Towne
California
$364K
CCM
1592
Chiron Capital Management
Florida
$362K
RCA
1593
Resonant Capital Advisors
Wisconsin
$362K
CBT
1594
Central Bank & Trust
Kentucky
$362K
SAM
1595
Sequent Asset Management
Texas
$361K
NHT
1596
New Hampshire Trust
New Hampshire
$359K
MCA
1597
Magnolia Capital Advisors
Mississippi
$357K
RFS
1598
Richardson Financial Services
Massachusetts
$357K
SJL
1599
Shayne & Jacobs LLC
Tennessee
$357K
Kayne Anderson Rudnick Investment Management
1600
Kayne Anderson Rudnick Investment Management
California
$355K