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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
MAP
1951
Moody Aldrich Partners
Massachusetts
$219K
FCM
1952
Fieldview Capital Management
Michigan
$219K
SIAG
1953
Safeguard Investment Advisory Group
California
$219K
KCAM
1954
Kagan Cocozza Asset Management
New Jersey
$219K
CWMG
1955
Compass Wealth Management (Georgia)
Georgia
$218K
SCA
1956
Strathmore Capital Advisors
North Carolina
$218K
OSNBOA
1957
Old Second National Bank of Aurora
Illinois
$217K
NA
1958
Nordwand Advisors
Pennsylvania
$217K
MCM
1959
Mitchell Capital Management
Kansas
$217K
PBF
1960
Petix & Botte Financial
California
$217K
FW
1961
FullCircle Wealth
Texas
$216K
KG
1962
Kieckhefer Group
Wisconsin
$216K
NCTC
1963
New Covenant Trust Company
Indiana
$216K
ITB
1964
Idaho Trust Bank
Idaho
$216K
OAM
1965
Ostrum Asset Management
France
$216K
ZF
1966
Zhang Financial
Michigan
$216K
NDSI
1967
Newman Dignan & Sheerar Inc
Rhode Island
$216K
HFS
1968
Hughes Financial Services
Virginia
$215K
EWP
1969
Elevation Wealth Partners
California
$215K
IAA
1970
Ironsides Asset Advisors
North Carolina
$215K
WWA
1971
Wingate Wealth Advisors
Massachusetts
$214K
HPC
1972
Hobart Private Capital
North Carolina
$214K
CIA
1973
Compass Ion Advisors
Pennsylvania
$214K
JWM
1974
Jessup Wealth Management
Ohio
$214K
WBC
1975
West Branch Capital
Massachusetts
$213K