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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
CH
1726
Cromwell Holdings
Wyoming
$306K
CM
1727
Capula Management
Cayman Islands
$306K
NSAM
1728
North Star Asset Management
Wisconsin
$305K
AWM
1729
Angeles Wealth Management
California
$305K
FFWA
1730
FRG Family Wealth Advisors
Washington
$303K
CSPIA
1731
Cary Street Partners Investment Advisory
Virginia
$303K
RDFA
1732
Ritter Daniher Financial Advisory
Ohio
$303K
SSA
1733
Schonfeld Strategic Advisors
New York
$302K
FA
1734
FDx Advisors
Illinois
$302K
TWM
1735
Tradition Wealth Management
Minnesota
$302K
1C
1736
111 Capital
France
$301K
KBFS
1737
Kohmann Bosshard Financial Services
Ohio
$301K
LCWP
1738
Legacy Capital Wealth Partners
Arkansas
$300K
RWI
1739
Red Wave Investments
Pennsylvania
$300K
TCWM
1740
Total Clarity Wealth Management
Illinois
$300K
LIG
1741
Lokken Investment Group
Delaware
$300K
RC
1742
Rexford Capital
Texas
$299K
HWM
1743
Howard Wealth Management
Connecticut
$299K
DE
1744
Diversified Enterprises
Delaware
$299K
SIM
1745
Sentry Investment Management
Wisconsin
$299K
CAM
1746
Cozad Asset Management
Illinois
$299K
AA
1747
Apriem Advisors
California
$299K
SPF
1748
South Plains Financial
Texas
$299K
VAG
1749
VisionPoint Advisory Group
Texas
$298K
SL
1750
Sentinus LLC
Illinois
$298K