DUK icon

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
FNWA
2151
Financial Network Wealth Advisors
Utah
$31.3K
VWM
2152
Vermillion Wealth Management
Minnesota
$30.9K
LAM
2153
Lynch Asset Management
Pennsylvania
$30.9K
WAS
2154
Winch Advisory Services
Wisconsin
$30.7K
LWMI
2155
Legacy Wealth Management (Idaho)
Idaho
$29.7K
PWMG
2156
Prestige Wealth Management Group
New Jersey
$29.5K
PSFG
2157
Park Square Financial Group
Georgia
$29.2K
JFA
2158
JNBA Financial Advisors
Minnesota
$27.6K
NEWAS
2159
N.E.W. Advisory Services
Wisconsin
$27.6K
BCPWM
2160
Bradley & Co Private Wealth Management
Florida
$27.5K
AWM
2161
Activest Wealth Management
Florida
$27.5K
KFPC
2162
KERR FINANCIAL PLANNING Corp
California
$27.4K
MSG
2163
Main Street Group
Virginia
$27.4K
PCM
2164
Perritt Capital Management
Illinois
$25.9K
SWA
2165
SOA Wealth Advisors
New York
$25.6K
TTIC
2166
Tower Trust & Investment Company
Iowa
$25.6K
KSWA
2167
Kathleen S. Wright Associates
Pennsylvania
$25.5K
STB
2168
S&T Bank
Pennsylvania
$24.8K
DRS
2169
Deane Retirement Strategies
Louisiana
$24.4K
SA
2170
Strategic Advocates
Utah
$24.4K
MEG
2171
Millstone Evans Group
Colorado
$24K
FFL
2172
Financial Freedom LLC
Ohio
$23.8K
CTC
2173
Corundum Trust Company
South Dakota
$23.6K
DIP
2174
DT Investment Partners
Pennsylvania
$23.5K
SC
2175
Solstein Capital
California
$23.5K