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Duke Energy

2,286 hedge funds and large institutions have $65.8B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 180 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
2,286
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
BMO
251
Beck Mack & Oliver
New York
$15.5M
UIM
252
USS Investment Management
United Kingdom
$15.4M
RC
253
Randolph Company
Ohio
$15.1M
GP
254
Guardian Partners
Canada
$15.1M
CFIA
255
Cantor Fitzgerald Investment Advisors
New York
$15M
CIS
256
Connors Investor Services
Pennsylvania
$14.9M
BCM
257
Brookstone Capital Management
Illinois
$14.9M
UCMOK
258
United Capital Management of KS
Kansas
$14.5M
ACIM
259
Azimuth Capital Investment Management
Michigan
$14.4M
X
260
Xponance
Pennsylvania
$14.4M
OGC
261
Oak Grove Capital
New Hampshire
$14.2M
SCA
262
Stonebridge Capital Advisors
Minnesota
$14.2M
EP
263
Edgestream Partners
New Jersey
$14.2M
SMDAM
264
Sumitomo Mitsui DS Asset Management
Japan
$14.2M
BCIM
265
British Columbia Investment Management
British Columbia, Canada
$13.8M
CBU
266
CIBC Bancorp USA
Illinois
$13.8M
BL
267
BCWM LLC
Kansas
$13.6M
Susquehanna International Group
268
Susquehanna International Group
Pennsylvania
$13.5M
YCM
269
Yousif Capital Management
Michigan
$13.4M
Pathstone Holdings
270
Pathstone Holdings
New Jersey
$13.4M
Mirae Asset Global Investments
271
Mirae Asset Global Investments
South Korea
$13.4M
AssetMark Inc
272
AssetMark Inc
California
$13.4M
UAS
273
United Asset Strategies
New York
$13.3M
OHIS
274
Oak Harvest Investment Services
Texas
$13.2M
NYLIM
275
New York Life Investment Management
New York
$13.1M