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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
MIM
1901
Moseley Investment Management
Florida
$230K
WCG
1902
Weaver Consulting Group
California
$230K
AHC
1903
Adell Harriman & Carpenter
Texas
$230K
RCG
1904
Regatta Capital Group
California
$230K
MCCA
1905
Mill Creek Capital Advisors
Pennsylvania
$229K
PS
1906
Planned Solutions
California
$229K
ES
1907
Eagle Strategies
New York
$229K
BRA
1908
Bender Robert & Associates
California
$229K
CTB
1909
Country Trust Bank
Illinois
$229K
JFGIW
1910
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$228K
FFC
1911
First Financial Corp
Indiana
$228K
LWM
1912
Liberty Wealth Management
California
$228K
SIA
1913
Strategic Investment Advisors
Michigan
$228K
BFA
1914
Beacon Financial Advisory
Ohio
$227K
BFA
1915
Beaumont Financial Advisors
Massachusetts
$227K
PFM
1916
Patton Fund Management
Texas
$227K
DWS
1917
Discipline Wealth Solutions
South Carolina
$227K
TCM
1918
Tradewinds Capital Management
Washington
$227K
EW
1919
Elyxium Wealth
California
$227K
SPWM
1920
Schrum Private Wealth Management
Florida
$227K
TP
1921
Tranquility Partners
Tennessee
$227K
MWP
1922
Meridian Wealth Partners
Pennsylvania
$227K
FMC
1923
First Merchants Corp
Indiana
$227K
SL
1924
Sentry LLC
Tennessee
$227K
LS
1925
Leelyn Smith
Illinois
$226K