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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
PGFC
476
Peapack-Gladstone Financial Corp
New Jersey
$5.01M
IA
477
IFG Advisory
Georgia
$4.96M
OAM
478
Occidental Asset Management
California
$4.96M
MIG
479
Mariner Investment Group
New York
$4.95M
PWP
480
Principle Wealth Partners
Connecticut
$4.94M
RCM
481
RNC Capital Management
California
$4.93M
HIC
482
Holderness Investments Company
North Carolina
$4.91M
AUB
483
Atlantic Union Bankshares
Virginia
$4.9M
MCM
484
MAI Capital Management
Ohio
$4.87M
VWMG
485
Virginia Wealth Management Group
Virginia
$4.86M
BFG
486
Beacon Financial Group
Texas
$4.86M
LIM
487
Leavell Investment Management
Alabama
$4.85M
GWMIA
488
Global Wealth Management Investment Advisory
Florida
$4.84M
AMIM
489
Aull & Monroe Investment Management
Alabama
$4.84M
GIBU
490
Gulf International Bank (UK)
United Kingdom
$4.83M
DS
491
DRW Securities
Illinois
$4.83M
CFC
492
Cincinnati Financial Corp
Ohio
$4.8M
MSRPS
493
Maryland State Retirement & Pension System
Maryland
$4.78M
MA
494
MONECO Advisors
Connecticut
$4.78M
BFA
495
Bragg Financial Advisors
North Carolina
$4.74M
TMAM
496
Tokio Marine Asset Management
Japan
$4.74M
SPC
497
Sigma Planning Corp
Michigan
$4.7M
KF
498
KKM Financial
Illinois
$4.69M
BPA
499
Beacon Pointe Advisors
California
$4.67M
SAM
500
Securian Asset Management
Minnesota
$4.65M