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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
CPIG
426
Chicago Partners Investment Group
Illinois
$5.97M
CG
427
Caprock Group
Idaho
$5.97M
RRAM
428
River Road Asset Management
Kentucky
$5.95M
EFIC
429
Eliot Finkel Investment Counsel
California
$5.94M
PAIM
430
Punch & Associates Investment Management
Minnesota
$5.87M
CTC
431
Central Trust Company
Missouri
$5.87M
PCA
432
Providence Capital Advisors
North Carolina
$5.86M
Los Angeles Capital Management
433
Los Angeles Capital Management
California
$5.85M
CPL
434
Capital & Planning LLC
Georgia
$5.81M
YIH
435
Y-Intercept (HK)
Hong Kong
$5.79M
VIM
436
Vinva Investment Management
Australia
$5.79M
MC
437
Moors & Cabot
Massachusetts
$5.78M
Walleye Capital
438
Walleye Capital
New York
$5.75M
SC
439
SouthState Corp
Florida
$5.72M
AIMCA
440
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$5.72M
MDCM
441
Morgan Dempsey Capital Management
Wisconsin
$5.68M
JIC
442
Johnson Investment Counsel
Ohio
$5.68M
SFA
443
Sequoia Financial Advisors
Ohio
$5.67M
JHCP
444
Jackson Hole Capital Partners
Oklahoma
$5.64M
HIMCH
445
Hartford Investment Management Co (HIMCO)
Connecticut
$5.64M
BRM
446
Boston Research & Management
Massachusetts
$5.63M
AWM
447
Apollon Wealth Management
South Carolina
$5.63M
JG
448
Jain Global
New York
$5.44M
AIM
449
Ausbil Investment Management
Australia
$5.41M
HCMT
450
Highland Capital Management (Tennessee)
Tennessee
$5.41M