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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
GWSG
2051
GPS Wealth Strategies Group
Colorado
$119K
PMFA
2052
Plante Moran Financial Advisors
Michigan
$118K
CMBA
2053
C.M. Bidwell & Associates
Hawaii
$116K
PP
2054
Pacifica Partners
Canada
$116K
TCM
2055
TruNorth Capital Management
Michigan
$116K
BSB
2056
Bangor Savings Bank
Maine
$116K
GKIM
2057
GW&K Investment Management
Massachusetts
$113K
IRC
2058
Investors Research Corp
Georgia
$111K
LI
2059
LRI Investments
Florida
$109K
CMP
2060
Coston McIsaac & Partners
Maine
$109K
TFIPS
2061
Towarzystwo Funduszy Inwestycyjnych PZU SA
$109K
CAL
2062
Capital Advisors Ltd
Ohio
$108K
MWPCG
2063
Measured Wealth Private Client Group
New Hampshire
$107K
KFI
2064
Key Financial Inc
Pennsylvania
$101K
HIIFS
2065
Harel Insurance Investments & Financial Services
Israel
$100K
LI
2066
Louisbourg Investments
New Brunswick, Canada
$99K
WA
2067
WPG Advisers
Maryland
$98.1K
RA
2068
Rise Advisors
New York
$97K
CFG
2069
Chapman Financial Group
Hawaii
$96.5K
NMG
2070
New Millennium Group
Utah
$96.2K
SIC
2071
SJS Investment Consulting
Ohio
$95.9K
GA
2072
GoalVest Advisory
New York
$95.4K
AEPWM
2073
Atlantic Edge Private Wealth Management
Florida
$94.9K
FDCP
2074
Foster Dykema Cabot & Partners
Massachusetts
$94.5K
MFT
2075
Moisand Fitzgerald Tamayo
Florida
$94.4K