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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
MPCG
1801
Matrix Private Capital Group
New York
$272K
JAA
1802
Joel Adams & Associates
North Carolina
$271K
CPA
1803
Capital Planning Advisors
California
$270K
VFPW
1804
Vantage Financial Partners (Wisconsin)
Wisconsin
$270K
RBC
1805
Roble Belko & Company
Pennsylvania
$270K
FMTCOCP
1806
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$268K
OPPS
1807
Obsidian Personal Planning Solutions
Maryland
$268K
AA
1808
Auxano Advisors
Washington
$266K
ST
1809
Smithfield Trust
Pennsylvania
$266K
DWM
1810
Darwin Wealth Management
Florida
$265K
HNB
1811
Hilltop National Bank
Wyoming
$264K
SFM
1812
Signet Financial Management
New Jersey
$264K
RAG
1813
RIA Advisory Group
Iowa
$264K
EIA
1814
Edgemoor Investment Advisors
Maryland
$263K
EIM
1815
Essex Investment Management
Massachusetts
$263K
DCM
1816
DGS Capital Management
New Jersey
$262K
OL
1817
OneFund LLC
Florida
$261K
ECM
1818
Eisler Capital Management
United Kingdom
$261K
PWM
1819
Provident Wealth Management
Tennessee
$261K
LCM
1820
Liberty Capital Management
Michigan
$260K
LAM
1821
Longboard Asset Management
Arizona
$260K
AF
1822
Abound Financial
California
$260K
WAG
1823
Winthrop Advisory Group
Massachusetts
$260K
OF
1824
Optimize Financial
California
$259K
TAM
1825
Tucker Asset Management
Colorado
$259K