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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
UF
1676
Univest Financial
Pennsylvania
$321K
RBWA
1677
RFG - Bristol Wealth Advisors
Massachusetts
$321K
SA
1678
Sovran Advisors
California
$321K
BWMG
1679
Barnes Wealth Management Group
California
$321K
CNBTD
1680
Citizens National Bank Trust Department
Mississippi
$321K
SFG
1681
Sovereign Financial Group
Connecticut
$321K
CA
1682
Capital Advantage
California
$320K
LA
1683
LexAurum Advisors
Kansas
$320K
PA
1684
PSI Advisors
Florida
$320K
HPIA
1685
Hamilton Point Investment Advisors
North Carolina
$320K
FMI
1686
F/M Investments
District of Columbia
$319K
FFG
1687
Fortem Financial Group
California
$319K
RCWM
1688
Royal Capital Wealth Management
Indiana
$318K
CMAI
1689
Capital Management Associates Inc
Minnesota
$318K
LCM
1690
LCM Capital Management
Illinois
$317K
LCM
1691
Lazari Capital Management
California
$316K
FBT
1692
First Bankers Trust
Kentucky
$315K
VCM
1693
Versant Capital Management
Arizona
$314K
HGA
1694
Hobbs Group Advisors
South Carolina
$314K
CP
1695
Castleview Partners
Texas
$313K
BWM
1696
Blossom Wealth Management
California
$313K
IPW
1697
Intergy Private Wealth
Colorado
$312K
AWA
1698
A4 Wealth Advisors
North Carolina
$311K
WTA
1699
Washington Trust Advisors
Massachusetts
$310K
SW
1700
Schulz Wealth
Texas
$310K