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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
AWM
451
Apollon Wealth Management
South Carolina
$5.63M
JG
452
Jain Global
New York
$5.44M
AIM
453
Ausbil Investment Management
Australia
$5.41M
HCMT
454
Highland Capital Management (Tennessee)
Tennessee
$5.41M
HVIA
455
Hudson Valley Investment Advisors
New York
$5.37M
OL
456
one8zero8 LLC
North Carolina
$5.35M
EAM
457
Eventide Asset Management
Massachusetts
$5.33M
AAM
458
Advisors Asset Management
Colorado
$5.3M
RCYC
459
Richard C. Young & Co
Rhode Island
$5.28M
TCM
460
Tufton Capital Management
Maryland
$5.28M
DWP
461
Daymark Wealth Partners
Ohio
$5.25M
RIA
462
Regal Investment Advisors
Michigan
$5.24M
D.E. Shaw & Co
463
D.E. Shaw & Co
New York
$5.24M
ACM
464
AlphaStar Capital Management
North Carolina
$5.22M
AIM
465
AXA Investment Managers
France
$5.22M
FFA
466
Farther Finance Advisors
California
$5.15M
LFAS
467
Level Four Advisory Services
Texas
$5.14M
WA
468
Wasatch Advisors
Utah
$5.13M
SIG
469
Sky Investment Group
Connecticut
$5.13M
SAM
470
Strategy Asset Managers
California
$5.12M
TAM
471
Tocqueville Asset Management
New York
$5.09M
ISB
472
Iowa State Bank
Iowa
$5.08M
NPT
473
Nixon Peabody Trust
Massachusetts
$5.07M
UBP
474
Union Bancaire Privee
Switzerland
$5.07M
FTC
475
Farmers Trust Company
Ohio
$5.07M