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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
KIA
1751
Kraematon Investment Advisors
Massachusetts
$295K
CRI
1752
Colonial River Investments
Virginia
$294K
FFB
1753
First Financial Bankshares
Texas
$294K
GWP
1754
Gateway Wealth Partners
Wisconsin
$294K
AWS
1755
Arkfeld Wealth Strategies
Nebraska
$294K
MFS
1756
Miller Financial Services
Michigan
$294K
TCM
1757
Traynor Capital Management
Pennsylvania
$293K
CPA
1758
Capital Performance Advisors
California
$292K
CC
1759
Cultivar Capital
Texas
$292K
IC
1760
Inscription Capital
Texas
$292K
S
1761
Sunpointe
Missouri
$291K
CPA
1762
Cardiff Park Advisors
California
$291K
LGWM
1763
Litman Gregory Wealth Management
California
$291K
CG
1764
Curat Global
New Hampshire
$291K
FRA
1765
Front Row Advisors
California
$290K
CM
1766
Cornerstone Management
Georgia
$290K
CSA
1767
Cottage Street Advisors
Massachusetts
$289K
KWM
1768
KFG Wealth Management
Indiana
$289K
EIP
1769
Ellis Investment Partners
Pennsylvania
$289K
PWM
1770
Partners Wealth Management
California
$288K
WAM
1771
Weatherly Asset Management
California
$288K
AIA
1772
Alternative Investment Advisors
Florida
$288K
SCP
1773
Sivia Capital Partners
California
$288K
FUBT
1774
First United Bank & Trust
Maryland
$288K
CPRC
1775
Consolidated Portfolio Review Corp
New York
$286K