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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
OFG
1851
Oxford Financial Group
Indiana
$249K
TFG
1852
Taylor Financial Group
Virginia
$249K
ST
1853
Sentinel Trust
Texas
$248K
MAM
1854
McLean Asset Management
Virginia
$248K
WCA
1855
Westover Capital Advisors
Delaware
$248K
GCM
1856
Graver Capital Management
Ohio
$248K
GA
1857
Goldstein Advisors
Wisconsin
$248K
VHAM
1858
Van Hulzen Asset Management
California
$247K
FGWP
1859
Founders Grove Wealth Partners
Virginia
$247K
ONB
1860
Old National Bancorp
Indiana
$247K
LKIM
1861
Lawson Kroeker Investment Management
Nebraska
$246K
TAFW
1862
Tred Avon Family Wealth
Maryland
$246K
AFW
1863
Atlantic Family Wealth
Florida
$246K
BMC
1864
Benin Management Corp
Connecticut
$246K
TWP
1865
Tower Wealth Partners
Pennsylvania
$245K
SIS
1866
Strategic Investment Solutions
Illinois
$245K
AFM
1867
Armstrong Fleming & Moore
District of Columbia
$245K
CFSG
1868
Community Financial Services Group
Vermont
$245K
HBW
1869
Hazlett, Burt & Watson
West Virginia
$244K
MWM
1870
MGB Wealth Management
Texas
$244K
FCA
1871
Fortis Capital Advisors
Kansas
$243K
CPC
1872
Consolidated Planning Corp
Georgia
$243K
MF
1873
Meridian Financial
Massachusetts
$242K
FS
1874
Ferguson Shapiro
Georgia
$241K
AMM
1875
American Money Management
California
$241K