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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
FBT
501
First Bank & Trust
South Dakota
$4.62M
CGH
502
Crossmark Global Holdings
Texas
$4.61M
PAM
503
Pegasus Asset Management
New York
$4.61M
CC
504
Constitution Capital
Connecticut
$4.59M
BCV
505
Banque Cantonale Vaudoise
Switzerland
$4.58M
MCB
506
Morton Community Bank
Illinois
$4.57M
SW
507
SteelPeak Wealth
California
$4.57M
RFC
508
Regions Financial Corp
Alabama
$4.55M
BTI
509
Blue Trust Inc
Georgia
$4.55M
AHIA
510
Andrew Hill Investment Advisors
Florida
$4.54M
AWA
511
Arkadios Wealth Advisors
Georgia
$4.48M
FWP
512
FAS Wealth Partners
Kansas
$4.48M
TCOT
513
Trust Company of Toledo
Ohio
$4.46M
SSWG
514
Seven Springs Wealth Group
Tennessee
$4.46M
PFS
515
Physicians Financial Services
North Carolina
$4.45M
SCM
516
Shelton Capital Management
Colorado
$4.41M
BA
517
Bridgewater Associates
Connecticut
$4.41M
AWM
518
Axxcess Wealth Management
California
$4.4M
Nisa Investment Advisors
519
Nisa Investment Advisors
Missouri
$4.39M
SWP
520
Sagespring Wealth Partners
Tennessee
$4.34M
NB
521
Norinchukin Bank
Japan
$4.33M
SM
522
Sciencast Management
New Jersey
$4.32M
MIM
523
Marco Investment Management
Georgia
$4.32M
HWAM
524
Hennion & Walsh Asset Management
New Jersey
$4.31M
EF
525
Empowered Funds
Pennsylvania
$4.27M