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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
FNBT
276
FineMark National Bank & Trust
Florida
$12.9M
NIM
277
NEOS Investment Management
Connecticut
$12.8M
WP
278
Woodline Partners
California
$12.7M
ACG
279
Aventail Capital Group
New York
$12.4M
CIA
280
CCM Investment Advisers
South Carolina
$12.4M
BWL
281
Bogart Wealth LLC
Virginia
$12.3M
Bank of Nova Scotia
282
Bank of Nova Scotia
Ontario, Canada
$12.3M
HAI
283
Hennessy Advisors Inc
California
$12.3M
WHRC
284
W.H. Reaves & Co
New Jersey
$12.3M
Public Employees Retirement Association of Colorado
285
Public Employees Retirement Association of Colorado
Colorado
$12.3M
KHCM
286
Kettle Hill Capital Management
New York
$12.3M
MAM
287
Martingale Asset Management
Massachusetts
$12.3M
LBC
288
Lowe Brockenbrough & Co
Virginia
$12.2M
GCM
289
Greenland Capital Management
New York
$12.2M
SWIG
290
Strategic Wealth Investment Group
Kentucky
$12.1M
FCBT
291
First Citizens Bank & Trust
North Carolina
$12M
William Blair & Company
292
William Blair & Company
Illinois
$11.9M
PAM
293
Panagora Asset Management
Massachusetts
$11.9M
VRS
294
Virginia Retirement Systems
Virginia
$11.6M
GFG
295
Greystone Financial Group
Michigan
$11.6M
BIA
296
Biondo Investment Advisors
Pennsylvania
$11.6M
WA
297
Waverly Advisors
Alabama
$11.6M
SC
298
Savant Capital
Illinois
$11.4M
LW
299
Linscomb Wealth
Texas
$11.3M
JCM
300
Janney Capital Management
Pennsylvania
$11.3M