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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
MCM
1876
MV Capital Management
Maryland
$240K
YLHM
1877
Yelin Lapidot Holdings Management
Israel
$240K
TFS
1878
Thoroughbred Financial Services
Tennessee
$239K
PIA
1879
Pinion Investment Advisors
Kansas
$239K
SWA
1880
Sax Wealth Advisors
New Jersey
$239K
TH
1881
TCTC Holdings
Texas
$239K
AHL
1882
Abel Hall LLC
Louisiana
$238K
PIM
1883
Plato Investment Management
Australia
$238K
SHFP
1884
Second Half Financial Partners
Florida
$237K
HIA
1885
Harbor Investment Advisory
Maryland
$237K
SNWA
1886
Siligmueller & Norvid Wealth Advisors
Illinois
$236K
CAM
1887
Cypress Asset Management
Texas
$236K
LIA
1888
LifePlan Investment Advisors
North Carolina
$236K
VFG
1889
Victory Financial Group
Texas
$235K
BFM
1890
Boothbay Fund Management
New York
$234K
PFG
1891
Prosperity Financial Group
California
$234K
SWP
1892
Semus Wealth Partners
Florida
$233K
SCM
1893
Silvant Capital Management
Georgia
$233K
SFO
1894
Stokes Family Office
Louisiana
$233K
OPTFSNA
1895
Old Point Trust & Financial Services N A
Virginia
$233K
IWC
1896
Infinity Wealth Counsel
Ohio
$232K
APM
1897
a16z Perennial Management
California
$232K
FFA
1898
Fragasso Financial Advisors
Pennsylvania
$232K
CCT
1899
Capital City Trust
Florida
$231K
PL
1900
Plancorp LLC
Missouri
$231K