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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
GPI
2251
General Partner Inc
Pennsylvania
$12.5K
SA
2252
SRH Advisors
Kansas
$12.4K
LC
2253
Lavaca Capital
Texas
$12.4K
MWA
2254
Miller Wealth Advisors
Colorado
$12.4K
AAG
2255
Accordant Advisory Group
Maryland
$12.4K
TC
2256
Trust Company
Kansas
$12.4K
GK
2257
Graney & King
New York
$12.4K
KG
2258
Kilter Group
New York
$12.3K
BGC
2259
Beutel, Goodman & Co
Ontario, Canada
$12K
DCM
2260
Davis Capital Management
Florida
$11.9K
CFS
2261
Compass Financial Services
Iowa
$11.5K
W
2262
WealthCollab
Washington
$11.4K
WA
2263
WestEnd Advisors
North Carolina
$11.1K
OAJ
2264
Ogorek Anthony Joseph
New York
$11K
CAM
2265
Creekmur Asset Management
Illinois
$9.63K
CMA
2266
Cedar Mountain Advisors
Oregon
$9.28K
MSWA
2267
Marshall & Sterling Wealth Advisors
New York
$9.16K
UWM
2268
USAdvisors Wealth Management
Minnesota
$9K
MSWM
2269
Mowery & Schoenfeld Wealth Management
Illinois
$8.66K
CJ
2270
Caitlin John
Michigan
$8.06K
SA
2271
Seneschal Advisors
Washington
$8.04K
PCM
2272
Penserra Capital Management
California
$8K
CCM
2273
Cloud Capital Management
Washington
$8K
PAM
2274
Palisade Asset Management
Minnesota
$7.8K
AP
2275
Aspect Partners
Virginia
$7.8K