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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
GRP
426
Global Retirement Partners
California
$6M
QWM
427
Quadcap Wealth Management
Texas
$6M
SBWIC
428
Schaper Benz & Wise Investment Counsel
Wisconsin
$5.98M
PTC
429
Philadelphia Trust Company
Pennsylvania
$5.98M
CPIG
430
Chicago Partners Investment Group
Illinois
$5.97M
CG
431
Caprock Group
Idaho
$5.97M
RRAM
432
River Road Asset Management
Kentucky
$5.95M
EFIC
433
Eliot Finkel Investment Counsel
California
$5.94M
PAIM
434
Punch & Associates Investment Management
Minnesota
$5.87M
CTC
435
Central Trust Company
Missouri
$5.87M
PCA
436
Providence Capital Advisors
North Carolina
$5.86M
Los Angeles Capital Management
437
Los Angeles Capital Management
California
$5.85M
CPL
438
Capital & Planning LLC
Georgia
$5.81M
YIH
439
Y-Intercept (HK)
Hong Kong
$5.79M
VIM
440
Vinva Investment Management
Australia
$5.79M
MC
441
Moors & Cabot
Massachusetts
$5.78M
Walleye Capital
442
Walleye Capital
New York
$5.75M
SC
443
SouthState Corp
Florida
$5.72M
AIMCA
444
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.72M
MDCM
445
Morgan Dempsey Capital Management
Wisconsin
$5.68M
JIC
446
Johnson Investment Counsel
Ohio
$5.68M
SFA
447
Sequoia Financial Advisors
Ohio
$5.67M
JHCP
448
Jackson Hole Capital Partners
Oklahoma
$5.64M
HIMCH
449
Hartford Investment Management Co (HIMCO)
Connecticut
$5.64M
BRM
450
Boston Research & Management
Massachusetts
$5.63M