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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
AF
1801
Abound Financial
California
$260K
WAG
1802
Winthrop Advisory Group
Massachusetts
$260K
OF
1803
Optimize Financial
California
$259K
PMSA
1804
Patrick M. Sweeney & Associates
Illinois
$259K
KIM
1805
Kestra Investment Management
Texas
$258K
BF
1806
bLong Financial
Tennessee
$258K
PCA
1807
Peddock Capital Advisors
Massachusetts
$257K
FC
1808
Financial Consulate
Maryland
$256K
PTB
1809
Pioneer Trust Bank
Oregon
$256K
Financial Engines Advisors
1810
Financial Engines Advisors
California
$256K
BI
1811
Binnacle Investments
Iowa
$256K
BW
1812
Balance Wealth
Ohio
$256K
WFA
1813
Wellspring Financial Advisors
Ohio
$255K
SA
1814
Shilanski & Associates
Alaska
$254K
PWPS
1815
Pinnacle Wealth Planning Services
Ohio
$253K
SCM
1816
Sunbeam Capital Management
Georgia
$252K
OWM
1817
OneAscent Wealth Management
Alabama
$252K
CCA
1818
Clearwater Capital Advisors
Illinois
$251K
RWM
1819
Riverbend Wealth Management
South Carolina
$251K
LPT
1820
Legacy Private Trust
Wisconsin
$251K
TW
1821
TritonPoint Wealth
Maryland
$250K
CWM
1822
CarsonAllaria Wealth Management
Illinois
$250K
PWA
1823
Physician Wealth Advisors
Utah
$250K
GF
1824
Gries Financial
Ohio
$250K
CWIG
1825
Chung Wu Investment Group
Texas
$250K