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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
IWP
2251
IAG Wealth Partners
Wisconsin
$13.4K
MAM
2252
Marquette Asset Management
Minnesota
$13K
CFP
2253
Comprehensive Financial Planning
Pennsylvania
$12.9K
GPI
2254
General Partner Inc
Pennsylvania
$12.5K
SA
2255
SRH Advisors
Kansas
$12.4K
TC
2256
Trust Company
Kansas
$12.4K
GK
2257
Graney & King
New York
$12.4K
LC
2258
Lavaca Capital
Texas
$12.4K
MWA
2259
Miller Wealth Advisors
Colorado
$12.4K
AAG
2260
Accordant Advisory Group
Maryland
$12.4K
KG
2261
Kilter Group
New York
$12.3K
BGC
2262
Beutel, Goodman & Co
Ontario, Canada
$12K
DCM
2263
Davis Capital Management
Florida
$11.9K
CFS
2264
Compass Financial Services
Iowa
$11.5K
W
2265
WealthCollab
Washington
$11.4K
WA
2266
WestEnd Advisors
North Carolina
$11.1K
OAJ
2267
Ogorek Anthony Joseph
New York
$11K
CAM
2268
Creekmur Asset Management
Illinois
$9.63K
CMA
2269
Cedar Mountain Advisors
Oregon
$9.28K
MSWA
2270
Marshall & Sterling Wealth Advisors
New York
$9.16K
UWM
2271
USAdvisors Wealth Management
Minnesota
$9K
MSWM
2272
Mowery & Schoenfeld Wealth Management
Illinois
$8.66K
CJ
2273
Caitlin John
Michigan
$8.06K
SA
2274
Seneschal Advisors
Washington
$8.04K
PCM
2275
Penserra Capital Management
California
$8K