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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
LA
1701
LexAurum Advisors
Kansas
$320K
PA
1702
PSI Advisors
Florida
$320K
HPIA
1703
Hamilton Point Investment Advisors
North Carolina
$320K
FMI
1704
F/M Investments
District of Columbia
$319K
FFG
1705
Fortem Financial Group
California
$319K
RCWM
1706
Royal Capital Wealth Management
Indiana
$318K
CMAI
1707
Capital Management Associates Inc
Minnesota
$318K
LCM
1708
LCM Capital Management
Illinois
$317K
LCM
1709
Lazari Capital Management
California
$316K
FBT
1710
First Bankers Trust
Kentucky
$315K
VCM
1711
Versant Capital Management
Arizona
$314K
HGA
1712
Hobbs Group Advisors
South Carolina
$314K
CP
1713
Castleview Partners
Texas
$313K
BWM
1714
Blossom Wealth Management
California
$313K
IPW
1715
Intergy Private Wealth
Colorado
$312K
AWA
1716
A4 Wealth Advisors
North Carolina
$311K
WTA
1717
Washington Trust Advisors
Massachusetts
$310K
SW
1718
Schulz Wealth
Texas
$310K
FLFS
1719
Family Legacy Financial Solutions
North Carolina
$310K
MWM
1720
Maltin Wealth Management
New Jersey
$309K
MEAC
1721
M.E. Allison & Co
Texas
$308K
LRPA
1722
L. Roy Papp & Associates
Arizona
$308K
GD
1723
Grandfield & Dodd
New York
$308K
LFG
1724
Lockerman Financial Group
California
$307K
FA
1725
Fountainhead AM
New Jersey
$307K