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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
FLFS
1701
Family Legacy Financial Solutions
North Carolina
$310K
MWM
1702
Maltin Wealth Management
New Jersey
$309K
MEAC
1703
M.E. Allison & Co
Texas
$308K
LRPA
1704
L. Roy Papp & Associates
Arizona
$308K
GD
1705
Grandfield & Dodd
New York
$308K
LFG
1706
Lockerman Financial Group
California
$307K
FA
1707
Fountainhead AM
New Jersey
$307K
CH
1708
Cromwell Holdings
Wyoming
$306K
CM
1709
Capula Management
Cayman Islands
$306K
NSAM
1710
North Star Asset Management
Wisconsin
$305K
AWM
1711
Angeles Wealth Management
California
$305K
FFWA
1712
FRG Family Wealth Advisors
Washington
$303K
CSPIA
1713
Cary Street Partners Investment Advisory
Virginia
$303K
RDFA
1714
Ritter Daniher Financial Advisory
Ohio
$303K
SSA
1715
Schonfeld Strategic Advisors
New York
$302K
FA
1716
FDx Advisors
Illinois
$302K
TWM
1717
Tradition Wealth Management
Minnesota
$302K
1C
1718
111 Capital
France
$301K
KBFS
1719
Kohmann Bosshard Financial Services
Ohio
$301K
LCWP
1720
Legacy Capital Wealth Partners
Arkansas
$300K
RWI
1721
Red Wave Investments
Pennsylvania
$300K
TCWM
1722
Total Clarity Wealth Management
Illinois
$300K
LIG
1723
Lokken Investment Group
Delaware
$300K
RC
1724
Rexford Capital
Texas
$299K
HWM
1725
Howard Wealth Management
Connecticut
$299K