DUK icon

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
SFG
476
SevenBridge Financial Group
Pennsylvania
$5.06M
LSERS
477
Louisiana State Employees Retirement System
Louisiana
$5.05M
PA
478
Profund Advisors
Maryland
$5.03M
SP
479
Stablepoint Partners
Massachusetts
$5.02M
PGFC
480
Peapack-Gladstone Financial Corp
New Jersey
$5.01M
IA
481
IFG Advisory
Georgia
$4.96M
OAM
482
Occidental Asset Management
California
$4.96M
MIG
483
Mariner Investment Group
New York
$4.95M
PWP
484
Principle Wealth Partners
Connecticut
$4.94M
RCM
485
RNC Capital Management
California
$4.93M
HIC
486
Holderness Investments Company
North Carolina
$4.91M
AUB
487
Atlantic Union Bankshares
Virginia
$4.9M
MCM
488
MAI Capital Management
Ohio
$4.87M
VWMG
489
Virginia Wealth Management Group
Virginia
$4.86M
BFG
490
Beacon Financial Group
Texas
$4.86M
LIM
491
Leavell Investment Management
Alabama
$4.85M
GWMIA
492
Global Wealth Management Investment Advisory
Florida
$4.84M
AMIM
493
Aull & Monroe Investment Management
Alabama
$4.84M
GIBU
494
Gulf International Bank (UK)
United Kingdom
$4.83M
DS
495
DRW Securities
Illinois
$4.83M
CFC
496
Cincinnati Financial Corp
Ohio
$4.8M
MSRPS
497
Maryland State Retirement & Pension System
Maryland
$4.78M
MA
498
MONECO Advisors
Connecticut
$4.78M
BFA
499
Bragg Financial Advisors
North Carolina
$4.74M
TMAM
500
Tokio Marine Asset Management
Japan
$4.74M