DUK icon

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
EHWM
1926
Eads & Heald Wealth Management
Georgia
$220K
ECML
1927
Eagle Capital Management (Louisiana)
Louisiana
$220K
MAP
1928
Moody Aldrich Partners
Massachusetts
$219K
FCM
1929
Fieldview Capital Management
Michigan
$219K
SIAG
1930
Safeguard Investment Advisory Group
California
$219K
KCAM
1931
Kagan Cocozza Asset Management
New Jersey
$219K
CWMG
1932
Compass Wealth Management (Georgia)
Georgia
$218K
SCA
1933
Strathmore Capital Advisors
North Carolina
$218K
OSNBOA
1934
Old Second National Bank of Aurora
Illinois
$217K
NA
1935
Nordwand Advisors
Pennsylvania
$217K
MCM
1936
Mitchell Capital Management
Kansas
$217K
PBF
1937
Petix & Botte Financial
California
$217K
FW
1938
FullCircle Wealth
Texas
$216K
KG
1939
Kieckhefer Group
Wisconsin
$216K
NCTC
1940
New Covenant Trust Company
Indiana
$216K
ITB
1941
Idaho Trust Bank
Idaho
$216K
OAM
1942
Ostrum Asset Management
France
$216K
ZF
1943
Zhang Financial
Michigan
$216K
NDSI
1944
Newman Dignan & Sheerar Inc
Rhode Island
$216K
HFS
1945
Hughes Financial Services
Virginia
$215K
EWP
1946
Elevation Wealth Partners
California
$215K
IAA
1947
Ironsides Asset Advisors
North Carolina
$215K
WWA
1948
Wingate Wealth Advisors
Massachusetts
$214K
HPC
1949
Hobart Private Capital
North Carolina
$214K
CIA
1950
Compass Ion Advisors
Pennsylvania
$214K