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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
EIP
1751
Ellis Investment Partners
Pennsylvania
$289K
PWM
1752
Partners Wealth Management
California
$288K
WAM
1753
Weatherly Asset Management
California
$288K
SCP
1754
Sivia Capital Partners
California
$288K
FUBT
1755
First United Bank & Trust
Maryland
$288K
CPRC
1756
Consolidated Portfolio Review Corp
New York
$286K
AIM
1757
Alhambra Investment Management
Florida
$286K
BCCM
1758
Bridge Creek Capital Management
Massachusetts
$285K
KOC
1759
Koss-Olinger Consulting
Florida
$285K
MAM
1760
Mainsail Asset Management
Alabama
$285K
TFP
1761
Tilia Fiduciary Partners
North Carolina
$284K
WSA
1762
Warm Springs Advisors
California
$284K
NWMG
1763
Nicholson Wealth Management Group
South Carolina
$284K
BFA
1764
Buttonwood Financial Advisors
Maryland
$283K
GG
1765
Gleason Group
Kentucky
$282K
KA
1766
Klingman & Associates
New York
$281K
JF
1767
Joule Financial
Kentucky
$281K
SF
1768
Slagle Financial
Illinois
$281K
SIC
1769
Sigma Investment Counselors
Michigan
$279K
VCAM
1770
Van Cleef Asset Management
Ohio
$278K
MWM
1771
Manske Wealth Management
Texas
$277K
KSB
1772
Kennebec Savings Bank
Maine
$277K
CSB
1773
City State Bank
Iowa
$276K
MKC
1774
M. Kraus & Co
Vermont
$276K
FPWM
1775
FSB Premier Wealth Management
Iowa
$275K