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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
PIA
1776
Perennial Investment Advisors
California
$275K
CIC
1777
Chilton Investment Company
Connecticut
$275K
CFSG
1778
Clark Financial Services Group
Missouri
$274K
TI
1779
tru Independence
Oregon
$273K
EL
1780
EWA LLC
Pennsylvania
$273K
MPCG
1781
Matrix Private Capital Group
New York
$272K
JAA
1782
Joel Adams & Associates
North Carolina
$271K
CPA
1783
Capital Planning Advisors
California
$270K
VFPW
1784
Vantage Financial Partners (Wisconsin)
Wisconsin
$270K
RBC
1785
Roble Belko & Company
Pennsylvania
$270K
FMTCOCP
1786
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$268K
OPPS
1787
Obsidian Personal Planning Solutions
Maryland
$268K
AA
1788
Auxano Advisors
Washington
$266K
ST
1789
Smithfield Trust
Pennsylvania
$266K
DWM
1790
Darwin Wealth Management
Florida
$265K
HNB
1791
Hilltop National Bank
Wyoming
$264K
SFM
1792
Signet Financial Management
New Jersey
$264K
RAG
1793
RIA Advisory Group
Iowa
$264K
EIA
1794
Edgemoor Investment Advisors
Maryland
$263K
EIM
1795
Essex Investment Management
Massachusetts
$263K
OL
1796
OneFund LLC
Florida
$261K
ECM
1797
Eisler Capital Management
United Kingdom
$261K
PWM
1798
Provident Wealth Management
Tennessee
$261K
LCM
1799
Liberty Capital Management
Michigan
$260K
LAM
1800
Longboard Asset Management
Arizona
$260K