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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
AWA
1626
AmeriServ Wealth Advisors
Pennsylvania
$353K
TWP
1627
Triad Wealth Partners
Kansas
$352K
BHPW
1628
Beverly Hills Private Wealth
California
$352K
IA
1629
IFC Advisors
California
$351K
WCP
1630
Wealthcare Capital Partners
Pennsylvania
$350K
SWM
1631
Salvus Wealth Management
New Jersey
$350K
LBC
1632
Leigh Baldwin & Co
New York
$350K
NAMNJ
1633
NorthStar Asset Management (New Jersey)
New Jersey
$349K
WEG
1634
World Equity Group
Illinois
$349K
LT
1635
Legacy Trust
Michigan
$349K
TAM
1636
Titleist Asset Management
Texas
$348K
UAG
1637
United Advisor Group
Ohio
$347K
PIP
1638
Peachtree Investment Partners
Florida
$346K
BW
1639
BIP Wealth
Georgia
$346K
MMA
1640
Miracle Mile Advisors
California
$346K
FFM
1641
Forum Financial Management
Illinois
$346K
CB
1642
Centennial Bank
Arkansas
$345K
SC
1643
Searle & Co
Connecticut
$345K
GCM
1644
Generation Capital Management
New York
$345K
PVI
1645
Pine Valley Investments
New Jersey
$344K
CGL
1646
Clarius Group LLC
Washington
$343K
AAMC
1647
Asset Allocation & Management Company
Illinois
$343K
BCG
1648
BayBridge Capital Group
California
$342K
CAGAS
1649
Capital Advisory Group Advisory Services
Minnesota
$342K
SIA
1650
SkyView Investment Advisors
New Jersey
$342K