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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
UCFA
401
United Capital Financial Advisors
Texas
$6.5M
RWP
402
RWA Wealth Partners
Massachusetts
$6.49M
CA
403
Clearstead Advisors
Ohio
$6.45M
SCM
404
Sterling Capital Management
North Carolina
$6.4M
MFG
405
Merit Financial Group
Georgia
$6.39M
PP
406
Prudential plc
United Kingdom
$6.37M
BAMF
407
BI Asset Management Fondsmaeglerselskab
Denmark
$6.37M
GWM
408
Geneos Wealth Management
Colorado
$6.37M
JPWM
409
Jamison Private Wealth Management
Georgia
$6.37M
ZBNA
410
Zions Bancorporation, National Association
Utah
$6.34M
CIA
411
Covington Investment Advisors
Pennsylvania
$6.33M
EMPI
412
Elo Mutual Pension Insurance
Finland
$6.32M
CIA
413
Concurrent Investment Advisors
Florida
$6.31M
PS
414
Principal Securities
Iowa
$6.29M
OIA
415
OneDigital Investment Advisors
Kansas
$6.25M
EA
416
Ellsworth Advisors
Ohio
$6.22M
FLI
417
Family Legacy Inc
South Carolina
$6.21M
Janus Henderson Group
418
Janus Henderson Group
United Kingdom
$6.13M
CAG
419
Csenge Advisory Group
Florida
$6.08M
N
420
Natixis
France
$6.07M
AWM
421
AE Wealth Management
Kansas
$6.07M
KRS
422
Kentucky Retirement Systems
Kentucky
$6.04M
BFA
423
Benedict Financial Advisors
Georgia
$6.02M
CL
424
Choreo LLC
Illinois
$6.01M
WCM
425
Whitener Capital Management
North Carolina
$6M