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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
DCBT
2076
Dakota Community Bank & Trust
North Dakota
$125K
WA
2077
Whipplewood Advisors
Colorado
$122K
GWSG
2078
GPS Wealth Strategies Group
Colorado
$119K
PMFA
2079
Plante Moran Financial Advisors
Michigan
$118K
CMBA
2080
C.M. Bidwell & Associates
Hawaii
$116K
PP
2081
Pacifica Partners
Canada
$116K
TCM
2082
TruNorth Capital Management
Michigan
$116K
BSB
2083
Bangor Savings Bank
Maine
$116K
GKIM
2084
GW&K Investment Management
Massachusetts
$113K
IRC
2085
Investors Research Corp
Georgia
$111K
LI
2086
LRI Investments
Florida
$109K
CMP
2087
Coston McIsaac & Partners
Maine
$109K
TFIPS
2088
Towarzystwo Funduszy Inwestycyjnych PZU SA
$109K
HIW
2089
Holos Integrated Wealth
Pennsylvania
$108K
CAL
2090
Capital Advisors Ltd
Ohio
$108K
MWPCG
2091
Measured Wealth Private Client Group
New Hampshire
$107K
KFI
2092
Key Financial Inc
Pennsylvania
$101K
HIIFS
2093
Harel Insurance Investments & Financial Services
Israel
$100K
LI
2094
Louisbourg Investments
New Brunswick, Canada
$99K
WA
2095
WPG Advisers
Maryland
$98.1K
RA
2096
Rise Advisors
New York
$97K
CFG
2097
Chapman Financial Group
Hawaii
$96.5K
NMG
2098
New Millennium Group
Utah
$96.2K
SIC
2099
SJS Investment Consulting
Ohio
$95.9K
GA
2100
GoalVest Advisory
New York
$95.4K