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
MAS
2176
MPWM Advisory Solutions
Georgia
$23.1K
HWP
2177
Highline Wealth Partners
California
$23K
FCG
2178
Financial Connections Group
California
$23K
1NWS
2179
1 North Wealth Services
Maryland
$22.6K
ACA
2180
American Capital Advisory
Idaho
$22.4K
LWCFA
2181
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.4K
FWM
2182
FSA Wealth Management
Massachusetts
$21.2K
VWM
2183
Valley Wealth Managers
New Jersey
$21.2K
SRCM
2184
Signature Resources Capital Management
California
$20.9K
PWM
2185
Proathlete Wealth Management
Florida
$20.8K
HHMI
2186
Howard Hughes Medical Institute
Maryland
$20.7K
DFA
2187
DHJJ Financial Advisors
Illinois
$20.4K
ETS
2188
ESL Trust Services
New York
$20.3K
GA
2189
Guerra Advisors
Florida
$20.2K
MWM
2190
Mascoma Wealth Management
New Hampshire
$20K
PG
2191
Proffitt & Goodson
Tennessee
$20K
OCM
2192
Orion Capital Management
California
$19.7K
ITFISA
2193
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$19.4K
RWPA
2194
Richard W. Paul & Associates
Michigan
$18.2K
RAM
2195
Ramirez Asset Management
New York
$17.8K
TCM
2196
Triumph Capital Management
Colorado
$17K
FFA
2197
Frazier Financial Advisors
Ohio
$17K
DWA
2198
Delos Wealth Advisors
Texas
$17K
CAC
2199
Core Alternative Capital
Georgia
$16.8K
TWD
2200
True Wealth Design
Ohio
$16.6K