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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
EB
1576
Exchange Bank
California
$377K
BBNB
1577
Baker Boyer National Bank
Washington
$376K
CCM
1578
Charter Capital Management
Wisconsin
$376K
MHR
1579
Matthew Hamilton Rosenberg
$376K
BWA
1580
Bestgate Wealth Advisors
Maryland
$376K
CIG
1581
Cascade Investment Group
Colorado
$376K
FHC
1582
First Heartland Consultants
Missouri
$376K
NG
1583
Novem Group
New York
$375K
BAM
1584
Berkshire Asset Management
Pennsylvania
$375K
MAWA
1585
Moss Adams Wealth Advisors
Washington
$375K
MHC
1586
May Hill Capital
Massachusetts
$374K
HWA
1587
Heartwood Wealth Advisors
Virginia
$374K
SWM
1588
Shepherd Wealth Management
Ohio
$373K
JC
1589
JB Capital
Connecticut
$373K
TBT
1590
Texas Bank & Trust
Texas
$372K
EFSCE
1591
Enterprise Financial Services Corp (EFSC)
Missouri
$371K
WPI
1592
Walter Public Investments
Canada
$371K
CWM
1593
Centurion Wealth Management
Virginia
$370K
AFAS
1594
Acorn Financial Advisory Services
Virginia
$369K
CG
1595
CFO4Life Group
Texas
$369K
CCFM
1596
Clear Creek Financial Management
Washington
$369K
DOA
1597
D'Orazio & Associates
Virginia
$368K
AA
1598
Acorns Advisers
California
$366K
MA
1599
MKT Advisors
California
$366K
BWCS
1600
Beirne Wealth Consulting Services
Connecticut
$366K