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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
MMA
1626
Miracle Mile Advisors
California
$346K
FFM
1627
Forum Financial Management
Illinois
$346K
CB
1628
Centennial Bank
Arkansas
$345K
SC
1629
Searle & Co
Connecticut
$345K
GCM
1630
Generation Capital Management
New York
$345K
CGL
1631
Clarius Group LLC
Washington
$343K
AAMC
1632
Asset Allocation & Management Company
Illinois
$343K
BCG
1633
BayBridge Capital Group
California
$342K
CAGAS
1634
Capital Advisory Group Advisory Services
Minnesota
$342K
CPSC
1635
Carl P. Sherr & Co
Massachusetts
$342K
MWM
1636
Meadowbrook Wealth Management
New York
$342K
Acadian Asset Management
1637
Acadian Asset Management
Massachusetts
$341K
RMAM
1638
Raab & Moskowitz Asset Management
New Jersey
$341K
EWM
1639
Elmwood Wealth Management
California
$341K
CCC
1640
Chelsea Counsel Company
California
$340K
HIS
1641
Horizon Investment Services
Indiana
$339K
CT
1642
Clearstead Trust
Maine
$339K
PCMF
1643
Private Capital Management (Florida)
Florida
$339K
ITIM
1644
Indiana Trust & Investment Management
Indiana
$336K
PAM
1645
Paradigm Asset Management
New York
$334K
PK
1646
Pflug Koory
Nebraska
$333K
MWA
1647
Midland Wealth Advisors
Illinois
$333K
SFG
1648
Sather Financial Group
Texas
$332K
MSFP
1649
Mark Sheptoff Financial Planning
Connecticut
$332K
FG
1650
Foster Group
Iowa
$331K