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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
Brown Advisory
376
Brown Advisory
Maryland
$7.02M
MSU
377
Mizuho Securities USA
New York
$6.94M
CCM
378
Coldstream Capital Management
Washington
$6.92M
SPG
379
Strategic Planning Group
Utah
$6.9M
ATC
380
Argent Trust Co
Tennessee
$6.85M
TPCW
381
TD Private Client Wealth
New York
$6.85M
PSP
382
Principal Street Partners
Tennessee
$6.84M
RDWM
383
Red Door Wealth Management
Tennessee
$6.83M
SC
384
SummitTX Capital
Texas
$6.82M
CIBC Private Wealth Group
385
CIBC Private Wealth Group
Georgia
$6.81M
Allianz Asset Management
386
Allianz Asset Management
Germany
$6.78M
SSWM
387
Smith Salley Wealth Management
North Carolina
$6.76M
SWP
388
Stratos Wealth Partners
Ohio
$6.75M
DIA
389
Dean Investment Associates
Ohio
$6.71M
Lido Advisors
390
Lido Advisors
California
$6.67M
KWM
391
Kingsview Wealth Management
Oregon
$6.63M
Kovitz Investment Group Partners
392
Kovitz Investment Group Partners
Illinois
$6.61M
CCP
393
Clough Capital Partners
Massachusetts
$6.6M
PMG
394
ProVise Management Group
Florida
$6.53M
ASN
395
Advisory Services Network
Georgia
$6.52M
MCC
396
Money Concepts Capital
Florida
$6.51M
UCFA
397
United Capital Financial Advisors
Texas
$6.5M
RWP
398
RWA Wealth Partners
Massachusetts
$6.49M
CA
399
Clearstead Advisors
Ohio
$6.45M
SCM
400
Sterling Capital Management
North Carolina
$6.4M