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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
MIM
1876
Moseley Investment Management
Florida
$230K
WCG
1877
Weaver Consulting Group
California
$230K
AHC
1878
Adell Harriman & Carpenter
Texas
$230K
RCG
1879
Regatta Capital Group
California
$230K
MCCA
1880
Mill Creek Capital Advisors
Pennsylvania
$229K
PS
1881
Planned Solutions
California
$229K
ES
1882
Eagle Strategies
New York
$229K
BRA
1883
Bender Robert & Associates
California
$229K
CTB
1884
Country Trust Bank
Illinois
$229K
JFGIW
1885
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$228K
FFC
1886
First Financial Corp
Indiana
$228K
LWM
1887
Liberty Wealth Management
California
$228K
SIA
1888
Strategic Investment Advisors
Michigan
$228K
SWGC
1889
Summit Wealth Group (Colorado)
Colorado
$228K
BFA
1890
Beacon Financial Advisory
Ohio
$227K
BFA
1891
Beaumont Financial Advisors
Massachusetts
$227K
PFM
1892
Patton Fund Management
Texas
$227K
DWS
1893
Discipline Wealth Solutions
South Carolina
$227K
TCM
1894
Tradewinds Capital Management
Washington
$227K
EW
1895
Elyxium Wealth
California
$227K
SPWM
1896
Schrum Private Wealth Management
Florida
$227K
TP
1897
Tranquility Partners
Tennessee
$227K
MWP
1898
Meridian Wealth Partners
Pennsylvania
$227K
FMC
1899
First Merchants Corp
Indiana
$227K
SL
1900
Sentry LLC
Tennessee
$227K