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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
AIM
1776
Alhambra Investment Management
Florida
$286K
BCCM
1777
Bridge Creek Capital Management
Massachusetts
$285K
KOC
1778
Koss-Olinger Consulting
Florida
$285K
MAM
1779
Mainsail Asset Management
Alabama
$285K
TFP
1780
Tilia Fiduciary Partners
North Carolina
$284K
NWMG
1781
Nicholson Wealth Management Group
South Carolina
$284K
WSA
1782
Warm Springs Advisors
California
$284K
BFA
1783
Buttonwood Financial Advisors
Maryland
$283K
SI
1784
Severin Investments
Missouri
$282K
GG
1785
Gleason Group
Kentucky
$282K
KA
1786
Klingman & Associates
New York
$281K
JF
1787
Joule Financial
Kentucky
$281K
SF
1788
Slagle Financial
Illinois
$281K
SIC
1789
Sigma Investment Counselors
Michigan
$279K
VCAM
1790
Van Cleef Asset Management
Ohio
$278K
MWM
1791
Manske Wealth Management
Texas
$277K
KSB
1792
Kennebec Savings Bank
Maine
$277K
CSB
1793
City State Bank
Iowa
$276K
MKC
1794
M. Kraus & Co
Vermont
$276K
FPWM
1795
FSB Premier Wealth Management
Iowa
$275K
PIA
1796
Perennial Investment Advisors
California
$275K
CIC
1797
Chilton Investment Company
Connecticut
$275K
CFSG
1798
Clark Financial Services Group
Missouri
$274K
TI
1799
tru Independence
Oregon
$273K
EL
1800
EWA LLC
Pennsylvania
$273K