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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
KBC Group
351
KBC Group
Belgium
$7.99M
TSW
352
Thompson Siegel & Walmsley
Virginia
$7.98M
HI
353
Horizon Investments
North Carolina
$7.86M
AFWM
354
AMJ Financial Wealth Management
Virginia
$7.84M
RIP
355
Reliant Investment Partners
North Carolina
$7.83M
WF
356
Welch & Forbes
Massachusetts
$7.83M
FPB
357
First PREMIER Bank
South Dakota
$7.8M
UM
358
UniSuper Management
Australia
$7.75M
CIA
359
Capital Investment Advisors
Georgia
$7.69M
PP
360
Patten & Patten
Tennessee
$7.67M
HEIP
361
Hudson Edge Investment Partners
New Jersey
$7.64M
FHC
362
First Horizon Corporation
Tennessee
$7.52M
TRSOTSOK
363
Teachers Retirement System of the State of Kentucky
Kentucky
$7.5M
KFP
364
KMG Fiduciary Partners
Ohio
$7.47M
SC
365
Savant Capital
Illinois
$7.42M
AI
366
Atria Investments
North Carolina
$7.41M
PFS
367
Prospera Financial Services
Texas
$7.39M
Vontobel Holding
368
Vontobel Holding
Switzerland
$7.38M
IMCOOI
369
Investment Management Corp of Ontario (IMCO)
Canada
$7.21M
CPCPP
370
Canada Post Corporation Pension Plan
Canada
$7.21M
O
371
Ossiam
France
$7.21M
ECM
372
Estabrook Capital Management
New York
$7.2M
CT
373
Colonial Trust
South Carolina
$7.18M
BIAS
374
Beacon Investment Advisory Services
New Jersey
$7.16M
GI
375
GLOBALT Investments
Georgia
$7.1M