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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
SWM
1651
SpringVest Wealth Management
Texas
$331K
QIM
1652
Quest Investment Management
Oregon
$331K
GAM
1653
Griffin Asset Management
New York
$331K
PB
1654
Pinnacle Bancorp
Nebraska
$331K
BC
1655
Burney Company
Virginia
$330K
CCA
1656
Cravens & Co Advisors
Tennessee
$329K
PCA
1657
Pallas Capital Advisors
Massachusetts
$329K
OA
1658
Oxbow Advisors
Texas
$328K
TB
1659
Terril Brothers
Missouri
$328K
AFGAS
1660
Allegiance Financial Group Advisory Services
Virginia
$328K
SWA
1661
Strata Wealth Advisors
Texas
$327K
GHAM
1662
Gilman Hill Asset Management
Connecticut
$327K
FTUS
1663
Flow Traders U.S.
New York
$327K
KA
1664
Kozak & Associates
Colorado
$327K
JWBC
1665
J.W. Burns & Co
New York
$327K
FMTC
1666
Farmers & Merchants Trust Company
California
$326K
GT
1667
GreatBanc Trust
Illinois
$325K
WAC
1668
William Allan Corp
Colorado
$325K
RPC
1669
Rossmore Private Capital
Connecticut
$324K
BCM
1670
Banyan Capital Management
Georgia
$324K
PWM
1671
Partnership Wealth Management
Maryland
$323K
WPC
1672
White Pine Capital
Minnesota
$322K
EA
1673
Everpar Advisors
Oklahoma
$322K
WQ
1674
Wealth Quarterback
New Jersey
$322K
AG
1675
AlTi Global
New York
$322K