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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, 1,040 increasing their positions, 758 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: 68.45%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
KSWA
2201
Kathleen S. Wright Associates
Pennsylvania
$25.5K
STB
2202
S&T Bank
Pennsylvania
$24.8K
DRS
2203
Deane Retirement Strategies
Louisiana
$24.4K
SA
2204
Strategic Advocates
Utah
$24.4K
MEG
2205
Millstone Evans Group
Colorado
$24K
FFL
2206
Financial Freedom LLC
Ohio
$23.8K
CTC
2207
Corundum Trust Company
South Dakota
$23.6K
SC
2208
Solstein Capital
California
$23.5K
DIP
2209
DT Investment Partners
Pennsylvania
$23.5K
MAS
2210
MPWM Advisory Solutions
Georgia
$23.1K
HWP
2211
Highline Wealth Partners
California
$23K
FCG
2212
Financial Connections Group
California
$23K
1NWS
2213
1 North Wealth Services
Maryland
$22.6K
ACA
2214
American Capital Advisory
Idaho
$22.4K
LWCFA
2215
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.4K
FWM
2216
FSA Wealth Management
Massachusetts
$21.2K
VWM
2217
Valley Wealth Managers
New Jersey
$21.2K
SRCM
2218
Signature Resources Capital Management
California
$20.9K
PWM
2219
Proathlete Wealth Management
Florida
$20.8K
HHMI
2220
Howard Hughes Medical Institute
Maryland
$20.7K
DFA
2221
DHJJ Financial Advisors
Illinois
$20.4K
ETS
2222
ESL Trust Services
New York
$20.3K
GA
2223
Guerra Advisors
Florida
$20.2K
MWM
2224
Mascoma Wealth Management
New Hampshire
$20K
PG
2225
Proffitt & Goodson
Tennessee
$20K