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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
MFG
401
Merit Financial Group
Georgia
$6.39M
PP
402
Prudential plc
United Kingdom
$6.37M
BAMF
403
BI Asset Management Fondsmaeglerselskab
Denmark
$6.37M
GWM
404
Geneos Wealth Management
Colorado
$6.37M
JPWM
405
Jamison Private Wealth Management
Georgia
$6.37M
ZBNA
406
Zions Bancorporation, National Association
Utah
$6.34M
CIA
407
Covington Investment Advisors
Pennsylvania
$6.33M
EMPI
408
Elo Mutual Pension Insurance
Finland
$6.32M
CIA
409
Concurrent Investment Advisors
Florida
$6.31M
PS
410
Principal Securities
Iowa
$6.29M
OIA
411
OneDigital Investment Advisors
Kansas
$6.25M
EA
412
Ellsworth Advisors
Ohio
$6.22M
FLI
413
Family Legacy Inc
South Carolina
$6.21M
Janus Henderson Group
414
Janus Henderson Group
United Kingdom
$6.13M
CAG
415
Csenge Advisory Group
Florida
$6.08M
N
416
Natixis
France
$6.07M
AWM
417
AE Wealth Management
Kansas
$6.07M
KRS
418
Kentucky Retirement Systems
Kentucky
$6.04M
BFA
419
Benedict Financial Advisors
Georgia
$6.02M
CL
420
Choreo LLC
Illinois
$6.01M
WCM
421
Whitener Capital Management
North Carolina
$6M
GRP
422
Global Retirement Partners
California
$6M
QWM
423
Quadcap Wealth Management
Texas
$6M
SBWIC
424
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.98M
PTC
425
Philadelphia Trust Company
Pennsylvania
$5.98M