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Duke Energy

2,321 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, 1,041 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: 68.44%68.44% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,321
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
AFGAS
1676
Allegiance Financial Group Advisory Services
Virginia
$328K
SWA
1677
Strata Wealth Advisors
Texas
$327K
GHAM
1678
Gilman Hill Asset Management
Connecticut
$327K
FTUS
1679
Flow Traders U.S.
New York
$327K
KA
1680
Kozak & Associates
Colorado
$327K
JWBC
1681
J.W. Burns & Co
New York
$327K
I
1682
INVST
Indiana
$326K
FMTC
1683
Farmers & Merchants Trust Company
California
$326K
GT
1684
GreatBanc Trust
Illinois
$325K
WAC
1685
William Allan Corp
Colorado
$325K
RPC
1686
Rossmore Private Capital
Connecticut
$324K
BCM
1687
Banyan Capital Management
Georgia
$324K
PWM
1688
Partnership Wealth Management
Maryland
$323K
WPC
1689
White Pine Capital
Minnesota
$322K
EA
1690
Everpar Advisors
Oklahoma
$322K
WQ
1691
Wealth Quarterback
New Jersey
$322K
AG
1692
AlTi Global
New York
$322K
UF
1693
Univest Financial
Pennsylvania
$321K
RBWA
1694
RFG - Bristol Wealth Advisors
Massachusetts
$321K
SA
1695
Sovran Advisors
California
$321K
BWMG
1696
Barnes Wealth Management Group
California
$321K
CNBTD
1697
Citizens National Bank Trust Department
Mississippi
$321K
SFG
1698
Sovereign Financial Group
Connecticut
$321K
JTF
1699
J. Team Financial
Texas
$321K
CA
1700
Capital Advantage
California
$320K