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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
FFS
2376
Founders Financial Securities
Maryland
OWP
2377
Obermeyer Wealth Partners
Colorado
LA
2378
Lifeworks Advisors
Michigan
PAS
2379
PKS Advisory Services
New York
IWA
2380
Inspirion Wealth Advisors
Illinois
SI
2381
Saxon Interests
Texas
TCM
2382
Traub Capital Management
Massachusetts
HT
2383
Headlands Technologies
Illinois
VEA
2384
Virtus ETF Advisers
New York
RIM
2385
Ryan Investment Management
Colorado
OW
2386
Olistico Wealth
Oklahoma
TPWA
2387
Twin Peaks Wealth Advisors
California
TIM
2388
Total Investment Management
Arizona
QPBE
2389
Quintet Private Bank (Europe)
Luxembourg
SO
2390
Sierra Ocean
California
BFP
2391
Briaud Financial Planning
Texas
SJIM
2392
St. Johns Investment Management
Florida
AWM
2393
Atticus Wealth Management
Florida
PCC
2394
Park Circle Company
Maryland
ACM
2395
Accent Capital Management
Ohio
MAWAG
2396
Mid-American Wealth Advisory Group
Missouri
WTFG
2397
Wood Tarver Financial Group
Idaho
WFA
2398
West Financial Advisors
Iowa
PFG
2399
Putney Financial Group
California
SVCP
2400
Silicon Valley Capital Partners
California