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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
ME
2001
McIlrath & Eck
Washington
$186K
HIMS
2002
Hager Investment Management Services
New Hampshire
$183K
MIA
2003
MeadowBrook Investment Advisors
Michigan
$181K
VNA
2004
Valley National Advisers
Pennsylvania
$181K
DMBA
2005
Deseret Mutual Benefit Administrators
Utah
$179K
VFM
2006
Vision Financial Markets
Connecticut
$173K
OCM
2007
Osterweis Capital Management
California
$173K
VC
2008
Vestor Capital
Illinois
$171K
WPA
2009
Wealth Preservation Advisors
Tennessee
$171K
CFFP
2010
Center for Financial Planning
Michigan
$170K
AP
2011
Atwood & Palmer
Missouri
$167K
RWA
2012
Redmont Wealth Advisors
Illinois
$167K
KB
2013
Kimelman & Baird
New York
$165K
FFO
2014
Fortitude Family Office
Arizona
$164K
PWAM
2015
Private Wealth Asset Management
Iowa
$164K
AT
2016
Arlington Trust
Alabama
$162K
CCA
2017
Catalyst Capital Advisors
New York
$161K
RF
2018
Rossby Financial
Florida
$160K
AA
2019
Addison Advisors
Vermont
$158K
NECFA
2020
New England Capital Financial Advisors
Connecticut
$157K
ACM
2021
Aster Capital Management
United Arab Emirates
$156K
HCM
2022
Hollencrest Capital Management
California
$155K
CWM
2023
Cranbrook Wealth Management
Michigan
$153K
CCM
2024
Cutler Capital Management
Massachusetts
$151K
GF
2025
GGM Financials
Ohio
$151K