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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
CCM
2276
Cloud Capital Management
Washington
$8K
PAM
2277
Palisade Asset Management
Minnesota
$7.8K
AP
2278
Aspect Partners
Virginia
$7.8K
MCI
2279
MRP Capital Investments
Georgia
$7.43K
DPW
2280
DiNuzzo Private Wealth
Pennsylvania
$6.86K
BDPWM
2281
Barnes Dennig Private Wealth Management
Ohio
$6.31K
SHIM
2282
Stone House Investment Management
Pennsylvania
$6.31K
AWM
2283
Ameliora Wealth Management
Switzerland
$6.19K
GFL
2284
Granite FO LLC
New Hampshire
$6.19K
T
2285
Transce3nd
Texas
$5.91K
CWP
2286
Clark Wealth Partners
Illinois
$5.86K
TIM
2287
Thompson Investment Management
Wisconsin
$5.45K
GLF
2288
Groupe la Francaise
France
$5.23K
CYG
2289
Clean Yield Group
Vermont
$5.2K
CWA
2290
Carolina Wealth Advisors
South Carolina
$4.95K
NC
2291
North Capital
Utah
$4.83K
HWM
2292
HighMark Wealth Management
Minnesota
$4.58K
PWA
2293
Principia Wealth Advisory
Texas
$4.46K
PS
2294
PayPay Securities
Japan
$4.24K
CWM
2295
Consultiva Wealth Management
Puerto Rico
$4.21K
RS
2296
Rakuten Securities
Japan
$4.08K
BHWM
2297
Bay Harbor Wealth Management
Maryland
$4.08K
TFG
2298
Team Financial Group
California
$3.75K
IWM
2299
Inlight Wealth Management
Georgia
$3.71K
EAM
2300
Eukles Asset Management
Ohio
$3.46K