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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
HVIA
451
Hudson Valley Investment Advisors
New York
$5.37M
OL
452
one8zero8 LLC
North Carolina
$5.35M
EAM
453
Eventide Asset Management
Massachusetts
$5.33M
AAM
454
Advisors Asset Management
Colorado
$5.3M
RCYC
455
Richard C. Young & Co
Rhode Island
$5.28M
TCM
456
Tufton Capital Management
Maryland
$5.28M
DWP
457
Daymark Wealth Partners
Ohio
$5.25M
RIA
458
Regal Investment Advisors
Michigan
$5.24M
D.E. Shaw & Co
459
D.E. Shaw & Co
New York
$5.24M
ACM
460
AlphaStar Capital Management
North Carolina
$5.22M
AIM
461
AXA Investment Managers
France
$5.22M
FFA
462
Farther Finance Advisors
California
$5.15M
LFAS
463
Level Four Advisory Services
Texas
$5.14M
WA
464
Wasatch Advisors
Utah
$5.13M
SIG
465
Sky Investment Group
Connecticut
$5.13M
SAM
466
Strategy Asset Managers
California
$5.12M
TAM
467
Tocqueville Asset Management
New York
$5.09M
ISB
468
Iowa State Bank
Iowa
$5.08M
NPT
469
Nixon Peabody Trust
Massachusetts
$5.07M
UBP
470
Union Bancaire Privee
Switzerland
$5.07M
FTC
471
Farmers Trust Company
Ohio
$5.07M
SFG
472
SevenBridge Financial Group
Pennsylvania
$5.06M
LSERS
473
Louisiana State Employees Retirement System
Louisiana
$5.05M
PA
474
Profund Advisors
Maryland
$5.03M
SP
475
Stablepoint Partners
Massachusetts
$5.02M