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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
AFWM
351
AMJ Financial Wealth Management
Virginia
$7.84M
RIP
352
Reliant Investment Partners
North Carolina
$7.83M
WF
353
Welch & Forbes
Massachusetts
$7.83M
FPB
354
First PREMIER Bank
South Dakota
$7.8M
UM
355
UniSuper Management
Australia
$7.75M
CIA
356
Capital Investment Advisors
Georgia
$7.69M
PP
357
Patten & Patten
Tennessee
$7.67M
HEIP
358
Hudson Edge Investment Partners
New Jersey
$7.64M
FHC
359
First Horizon Corporation
Tennessee
$7.52M
TRSOTSOK
360
Teachers Retirement System of the State of Kentucky
Kentucky
$7.5M
KFP
361
KMG Fiduciary Partners
Ohio
$7.47M
AI
362
Atria Investments
North Carolina
$7.41M
PFS
363
Prospera Financial Services
Texas
$7.39M
Vontobel Holding
364
Vontobel Holding
Switzerland
$7.38M
IMCOOI
365
Investment Management Corp of Ontario (IMCO)
Canada
$7.21M
CPCPP
366
Canada Post Corporation Pension Plan
Canada
$7.21M
O
367
Ossiam
France
$7.21M
ECM
368
Estabrook Capital Management
New York
$7.2M
CT
369
Colonial Trust
South Carolina
$7.18M
BIAS
370
Beacon Investment Advisory Services
New Jersey
$7.16M
GI
371
GLOBALT Investments
Georgia
$7.1M
PFA
372
Pathway Financial Advisers
Indiana
$7.09M
FFA
373
Founders Financial Alliance
North Carolina
$7.09M
BA
374
BCM Advisors
Louisiana
$7.08M
FMII
375
Farmers & Merchants Investments Inc
Nebraska
$7.07M