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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
GAB
2326
German American Bancorp
Indiana
EAM
2327
Everstar Asset Management
North Carolina
BWG
2328
Berry Wealth Group
Texas
EC
2329
EntryPoint Capital
New York
WI
2330
Westbourne Investments
Virginia
SXL
2331
Summit X LLC
Missouri
PBK
2332
Peoples Bank (Kansas)
Kansas
HWMG
2333
Hurlow Wealth Management Group
Indiana
SMH
2334
Sanders Morris Harris
Texas
BST
2335
Bath Savings Trust
Maine
MPM
2336
MBB Public Markets
Illinois
SHGA
2337
Sand Hill Global Advisors
California
TI
2338
Truepoint Inc
Ohio
AIM
2339
Advyzon Investment Management
Illinois
FFS
2340
Founders Financial Securities
Maryland
OWP
2341
Obermeyer Wealth Partners
Colorado
LA
2342
Lifeworks Advisors
Michigan
PAS
2343
PKS Advisory Services
New York
IWA
2344
Inspirion Wealth Advisors
Illinois
SI
2345
Saxon Interests
Texas
TCM
2346
Traub Capital Management
Massachusetts
HT
2347
Headlands Technologies
Illinois
VEA
2348
Virtus ETF Advisers
New York
RIM
2349
Ryan Investment Management
Colorado
OW
2350
Olistico Wealth
Oklahoma