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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
CYG
2251
Clean Yield Group
Vermont
$5.2K
CWA
2252
Carolina Wealth Advisors
South Carolina
$4.95K
NC
2253
North Capital
Utah
$4.83K
HWM
2254
HighMark Wealth Management
Minnesota
$4.58K
PS
2255
PayPay Securities
Japan
$4.24K
CWM
2256
Consultiva Wealth Management
Puerto Rico
$4.21K
RS
2257
Rakuten Securities
Japan
$4.08K
BHWM
2258
Bay Harbor Wealth Management
Maryland
$4.08K
TFG
2259
Team Financial Group
California
$3.75K
IWM
2260
Inlight Wealth Management
Georgia
$3.71K
EAM
2261
Eukles Asset Management
Ohio
$3.46K
RWM
2262
Rialto Wealth Management
New York
$3.34K
WW
2263
Winnow Wealth
Texas
$3.1K
MDA
2264
Minot DeBlois Advisors
Massachusetts
$3.09K
HFM
2265
Harvest Fund Management
China
$3K
TCB
2266
Texas Capital Bancshares
Texas
$2.6K
APM
2267
Advanced Portfolio Management
New York
$2.48K
EWM
2268
Evolution Wealth Management
Florida
$2.23K
QWM
2269
Quaker Wealth Management
New Jersey
$1.98K
CAM
2270
Clarity Asset Management
Iowa
$1.98K
MHIP
2271
Mountain Hill Investment Partners
New Jersey
$1.9K
AT
2272
Avalon Trust
New Mexico
$1.73K
DF
2273
DecisionPoint Financial
Arizona
$1.71K
SFCL
2274
Strengthening Families & Communities LLC
Massachusetts
$1.61K
TCA
2275
Trifecta Capital Advisors
Illinois
$1.61K