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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, 1,041 increasing their positions, 757 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: 68.44%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
MCI
2276
MRP Capital Investments
Georgia
$7.43K
DPW
2277
DiNuzzo Private Wealth
Pennsylvania
$6.86K
BDPWM
2278
Barnes Dennig Private Wealth Management
Ohio
$6.31K
SHIM
2279
Stone House Investment Management
Pennsylvania
$6.31K
AWM
2280
Ameliora Wealth Management
Switzerland
$6.19K
GFL
2281
Granite FO LLC
New Hampshire
$6.19K
T
2282
Transce3nd
Texas
$5.91K
CWP
2283
Clark Wealth Partners
Illinois
$5.86K
TIM
2284
Thompson Investment Management
Wisconsin
$5.45K
GLF
2285
Groupe la Francaise
France
$5.23K
CYG
2286
Clean Yield Group
Vermont
$5.2K
CWA
2287
Carolina Wealth Advisors
South Carolina
$4.95K
NC
2288
North Capital
Utah
$4.83K
HWM
2289
HighMark Wealth Management
Minnesota
$4.58K
PWA
2290
Principia Wealth Advisory
Texas
$4.46K
PS
2291
PayPay Securities
Japan
$4.24K
CWM
2292
Consultiva Wealth Management
Puerto Rico
$4.21K
RS
2293
Rakuten Securities
Japan
$4.08K
BHWM
2294
Bay Harbor Wealth Management
Maryland
$4.08K
TFG
2295
Team Financial Group
California
$3.75K
IWM
2296
Inlight Wealth Management
Georgia
$3.71K
EAM
2297
Eukles Asset Management
Ohio
$3.46K
RWM
2298
Rialto Wealth Management
New York
$3.34K
WW
2299
Winnow Wealth
Texas
$3.1K
MDA
2300
Minot DeBlois Advisors
Massachusetts
$3.09K