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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
DCM
2226
Davis Capital Management
Florida
$11.9K
CFS
2227
Compass Financial Services
Iowa
$11.5K
W
2228
WealthCollab
Washington
$11.4K
WA
2229
WestEnd Advisors
North Carolina
$11.1K
OAJ
2230
Ogorek Anthony Joseph
New York
$11K
CAM
2231
Creekmur Asset Management
Illinois
$9.63K
CMA
2232
Cedar Mountain Advisors
Oregon
$9.28K
MSWA
2233
Marshall & Sterling Wealth Advisors
New York
$9.16K
UWM
2234
USAdvisors Wealth Management
Minnesota
$9K
MSWM
2235
Mowery & Schoenfeld Wealth Management
Illinois
$8.66K
CJ
2236
Caitlin John
Michigan
$8.06K
SA
2237
Seneschal Advisors
Washington
$8.04K
PCM
2238
Penserra Capital Management
California
$8K
CCM
2239
Cloud Capital Management
Washington
$8K
PAM
2240
Palisade Asset Management
Minnesota
$7.8K
AP
2241
Aspect Partners
Virginia
$7.8K
MCI
2242
MRP Capital Investments
Georgia
$7.43K
DPW
2243
DiNuzzo Private Wealth
Pennsylvania
$6.86K
BDPWM
2244
Barnes Dennig Private Wealth Management
Ohio
$6.31K
SHIM
2245
Stone House Investment Management
Pennsylvania
$6.31K
AWM
2246
Ameliora Wealth Management
Switzerland
$6.19K
GFL
2247
Granite FO LLC
New Hampshire
$6.19K
T
2248
Transce3nd
Texas
$5.91K
TIM
2249
Thompson Investment Management
Wisconsin
$5.45K
GLF
2250
Groupe la Francaise
France
$5.23K