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Duke Energy

2,285 hedge funds and large institutions have $65.8B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 179 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
2,285
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
MCA
2126
Midwest Capital Advisors
Michigan
$45.8K
FIM
2127
FWL Investment Management
Texas
$45.7K
1IA
2128
1620 Investment Advisors
Massachusetts
$43.7K
FCT
2129
First Community Trust
Iowa
$43.1K
TFA
2130
Toth Financial Advisory
Virginia
$42.9K
T
2131
Tidemark
California
$42.9K
RPA
2132
Redwood Park Advisors
California
$41.9K
CH
2133
Canton Hathaway
Rhode Island
$41K
ACM
2134
Anfield Capital Management
California
$40.2K
HFS
2135
Hopwood Financial Services
Virginia
$40.2K
WAM
2136
WFA Asset Management
Wisconsin
$40K
NWM
2137
Nova Wealth Management
Florida
$39.6K
MAM
2138
Meeder Asset Management
Ohio
$39.5K
IW
2139
Imprint Wealth
South Carolina
$39.4K
BIA
2140
Bell Investment Advisors
California
$38.1K
CFS
2141
CGC Financial Services
Oregon
$38.1K
PWMG
2142
Private Wealth Management Group
New Jersey
$35.4K
CFG
2143
CKW Financial Group
Hawaii
$35K
AWM
2144
Abound Wealth Management
Tennessee
$34.7K
BFS
2145
Bare Financial Services
Pennsylvania
$34.6K
WAG
2146
Wiser Advisor Group
Arizona
$34K
MPW
2147
MASECO Private Wealth
$32.9K
S
2148
Sachetta
Massachusetts
$32.5K
AIM
2149
Access Investment Management
Georgia
$32.4K
DF
2150
Dunhill Financial
United Kingdom
$32.3K