DUK icon

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
LSA
2126
Leonteq Securities AG
Switzerland
$73.5K
1M
2127
1248 Management
Missouri
$72.6K
GWP
2128
Gen-Wealth Partners
Michigan
$72.5K
FGA
2129
Fortis Group Advisors
New Jersey
$70.5K
FWA
2130
Flagship Wealth Advisors
Massachusetts
$69.7K
BGAI
2131
Bruce G. Allen Investments
Colorado
$69.5K
MMCM
2132
Murphy & Mullick Capital Management
New York
$69.5K
CA
2133
Centerpoint Advisors
Massachusetts
$68K
CBT
2134
CoreFirst Bank & Trust
Kansas
$67.1K
RFP
2135
Root Financial Partners
California
$66.6K
M
2136
MOTCO
Texas
$64.5K
SCA
2137
Stuart Chaussee & Associates
California
$63.6K
PCTC
2138
Perkins Coie Trust Company
Washington
$62.7K
WPWM
2139
Western Pacific Wealth Management
Illinois
$62.3K
LAM
2140
Lummis Asset Management
Texas
$61.9K
HSA
2141
Hussman Strategic Advisors
Maryland
$61.9K
BTD
2142
BankPlus Trust Department
Mississippi
$61.1K
C
2143
Covestor
United Kingdom
$61K
CTWM
2144
Cherry Tree Wealth Management
Minnesota
$60.8K
BWAM
2145
Boyd Watterson Asset Management
Ohio
$60.3K
LWA
2146
Lowe Wealth Advisors
Maryland
$55.9K
TFGT
2147
TS Financial Group (TSFG)
Illinois
$55K
OWP
2148
ORG Wealth Partners
Texas
$55K
WWA
2149
Wealth Watch Advisors
Colorado
$54.8K
PA
2150
Pineridge Advisors
Missouri
$53.5K