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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
NB
526
Norinchukin Bank
Japan
$4.33M
SM
527
Sciencast Management
New Jersey
$4.32M
MIM
528
Marco Investment Management
Georgia
$4.32M
HWAM
529
Hennion & Walsh Asset Management
New Jersey
$4.31M
EF
530
Empowered Funds
Pennsylvania
$4.27M
RIL
531
Rothschild Investment LLC
Illinois
$4.25M
CT
532
Caldwell Trust
Florida
$4.24M
PFA
533
Pure Financial Advisors
California
$4.23M
CA
534
Cornerstone Advisors
North Carolina
$4.22M
TA
535
Townsend & Associates
Colorado
$4.21M
FNB
536
Farmers National Bank
Kentucky
$4.21M
SAMC
537
Spectrum Asset Management (California)
California
$4.19M
FFP
538
FourThought Financial Partners
Florida
$4.17M
CSP
539
Cary Street Partners
Virginia
$4.17M
TCWA
540
Turtle Creek Wealth Advisors
Texas
$4.16M
GS
541
GWN Securities
Florida
$4.14M
MOS
542
MGO One Seven
Ohio
$4.1M
PT
543
Plimoth Trust
Massachusetts
$4.1M
TC
544
Trilogy Capital
California
$4.09M
BG
545
Bahl & Gaynor
Ohio
$4.06M
EH
546
Equitable Holdings
New York
$4.06M
TAM
547
Townsend Asset Management
North Carolina
$4.05M
AAIM
548
American Assets Investment Management
California
$4.04M
IWC
549
Integrated Wealth Concepts
Massachusetts
$4.04M
VF
550
Vest Financial
Virginia
$4.04M