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Duke Energy

2,324 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, 1,043 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
2,324
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
PCM
2201
Perritt Capital Management
Illinois
$25.9K
SWA
2202
SOA Wealth Advisors
New York
$25.6K
TTIC
2203
Tower Trust & Investment Company
Iowa
$25.6K
KSWA
2204
Kathleen S. Wright Associates
Pennsylvania
$25.5K
STB
2205
S&T Bank
Pennsylvania
$24.8K
SA
2206
Strategic Advocates
Utah
$24.4K
DRS
2207
Deane Retirement Strategies
Louisiana
$24.4K
MEG
2208
Millstone Evans Group
Colorado
$24K
FFL
2209
Financial Freedom LLC
Ohio
$23.8K
CTC
2210
Corundum Trust Company
South Dakota
$23.6K
DIP
2211
DT Investment Partners
Pennsylvania
$23.5K
SC
2212
Solstein Capital
California
$23.5K
MAS
2213
MPWM Advisory Solutions
Georgia
$23.1K
HWP
2214
Highline Wealth Partners
California
$23K
FCG
2215
Financial Connections Group
California
$23K
1NWS
2216
1 North Wealth Services
Maryland
$22.6K
ACA
2217
American Capital Advisory
Idaho
$22.4K
LWCFA
2218
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$21.4K
FWM
2219
FSA Wealth Management
Massachusetts
$21.2K
VWM
2220
Valley Wealth Managers
New Jersey
$21.2K
SRCM
2221
Signature Resources Capital Management
California
$20.9K
PWM
2222
Proathlete Wealth Management
Florida
$20.8K
HHMI
2223
Howard Hughes Medical Institute
Maryland
$20.7K
DFA
2224
DHJJ Financial Advisors
Illinois
$20.4K
ETS
2225
ESL Trust Services
New York
$20.3K