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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
DE
1726
Diversified Enterprises
Delaware
$299K
SIM
1727
Sentry Investment Management
Wisconsin
$299K
CAM
1728
Cozad Asset Management
Illinois
$299K
AA
1729
Apriem Advisors
California
$299K
SPF
1730
South Plains Financial
Texas
$299K
VAG
1731
VisionPoint Advisory Group
Texas
$298K
SL
1732
Sentinus LLC
Illinois
$298K
KIA
1733
Kraematon Investment Advisors
Massachusetts
$295K
CRI
1734
Colonial River Investments
Virginia
$294K
FFB
1735
First Financial Bankshares
Texas
$294K
GWP
1736
Gateway Wealth Partners
Wisconsin
$294K
AWS
1737
Arkfeld Wealth Strategies
Nebraska
$294K
MFS
1738
Miller Financial Services
Michigan
$294K
TCM
1739
Traynor Capital Management
Pennsylvania
$293K
CPA
1740
Capital Performance Advisors
California
$292K
CC
1741
Cultivar Capital
Texas
$292K
IC
1742
Inscription Capital
Texas
$292K
S
1743
Sunpointe
Missouri
$291K
CPA
1744
Cardiff Park Advisors
California
$291K
LGWM
1745
Litman Gregory Wealth Management
California
$291K
CG
1746
Curat Global
New Hampshire
$291K
FRA
1747
Front Row Advisors
California
$290K
CM
1748
Cornerstone Management
Georgia
$290K
CSA
1749
Cottage Street Advisors
Massachusetts
$289K
KWM
1750
KFG Wealth Management
Indiana
$289K