DUK icon

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
RIL
526
Rothschild Investment LLC
Illinois
$4.25M
CT
527
Caldwell Trust
Florida
$4.24M
PFA
528
Pure Financial Advisors
California
$4.23M
CA
529
Cornerstone Advisors
North Carolina
$4.22M
TA
530
Townsend & Associates
Colorado
$4.21M
SAMC
531
Spectrum Asset Management (California)
California
$4.19M
FFP
532
FourThought Financial Partners
Florida
$4.17M
CSP
533
Cary Street Partners
Virginia
$4.17M
TCWA
534
Turtle Creek Wealth Advisors
Texas
$4.16M
GS
535
GWN Securities
Florida
$4.14M
MOS
536
MGO One Seven
Ohio
$4.1M
PT
537
Plimoth Trust
Massachusetts
$4.1M
TC
538
Trilogy Capital
California
$4.09M
BG
539
Bahl & Gaynor
Ohio
$4.06M
EH
540
Equitable Holdings
New York
$4.06M
TAM
541
Townsend Asset Management
North Carolina
$4.05M
AAIM
542
American Assets Investment Management
California
$4.04M
IWC
543
Integrated Wealth Concepts
Massachusetts
$4.04M
VF
544
Vest Financial
Virginia
$4.04M
VT
545
Vise Technologies
New York
$4.03M
SFS
546
Sowell Financial Services
Arkansas
$4.03M
Lazard Asset Management
547
Lazard Asset Management
New York
$4.02M
DAS
548
Dynamic Advisor Solutions
Arizona
$4.02M
B
549
Bailard
California
$4M
PA
550
Pinnacle Associates
New York
$3.95M