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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
SPC
501
Sigma Planning Corp
Michigan
$4.7M
KF
502
KKM Financial
Illinois
$4.69M
BPA
503
Beacon Pointe Advisors
California
$4.67M
SAM
504
Securian Asset Management
Minnesota
$4.65M
FBT
505
First Bank & Trust
South Dakota
$4.62M
CGH
506
Crossmark Global Holdings
Texas
$4.61M
PAM
507
Pegasus Asset Management
New York
$4.61M
CC
508
Constitution Capital
Connecticut
$4.59M
BCV
509
Banque Cantonale Vaudoise
Switzerland
$4.58M
MCB
510
Morton Community Bank
Illinois
$4.57M
SW
511
SteelPeak Wealth
California
$4.57M
RFC
512
Regions Financial Corp
Alabama
$4.55M
BTI
513
Blue Trust Inc
Georgia
$4.55M
AHIA
514
Andrew Hill Investment Advisors
Florida
$4.54M
AWA
515
Arkadios Wealth Advisors
Georgia
$4.48M
FWP
516
FAS Wealth Partners
Kansas
$4.48M
TCOT
517
Trust Company of Toledo
Ohio
$4.46M
SSWG
518
Seven Springs Wealth Group
Tennessee
$4.46M
PFS
519
Physicians Financial Services
North Carolina
$4.45M
SCM
520
Shelton Capital Management
Colorado
$4.41M
BA
521
Bridgewater Associates
Connecticut
$4.41M
AWM
522
Axxcess Wealth Management
California
$4.4M
Nisa Investment Advisors
523
Nisa Investment Advisors
Missouri
$4.39M
NMERB
524
New Mexico Educational Retirement Board
New Mexico
$4.35M
SWP
525
Sagespring Wealth Partners
Tennessee
$4.34M