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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
VT
551
Vise Technologies
New York
$4.03M
SFS
552
Sowell Financial Services
Arkansas
$4.03M
Lazard Asset Management
553
Lazard Asset Management
New York
$4.02M
DAS
554
Dynamic Advisor Solutions
Arizona
$4.02M
B
555
Bailard
California
$4M
PA
556
Pinnacle Associates
New York
$3.95M
SB
557
Simmons Bank
Arkansas
$3.91M
CAM
558
Close Asset Management
United Kingdom
$3.89M
TNBTD
559
Trustmark National Bank Trust Department
Mississippi
$3.89M
EF
560
Empirical Finance
Pennsylvania
$3.89M
LA
561
Lynch & Associates
Indiana
$3.89M
CA
562
Carson Advisory
Georgia
$3.89M
TYCC
563
Texas Yale Capital Corp
Florida
$3.88M
SIC
564
Salem Investment Counselors
North Carolina
$3.88M
SYBT
565
Stock Yards Bank & Trust
Kentucky
$3.86M
PI
566
PFG Investments
New York
$3.85M
SCM
567
Schnieders Capital Management
California
$3.84M
Balyasny Asset Management
568
Balyasny Asset Management
Illinois
$3.81M
RP
569
Rice Partnership
Hawaii
$3.79M
TCM
570
Twin Capital Management
Pennsylvania
$3.78M
LSA
571
L & S Advisors
California
$3.77M
BPC
572
Banque Pictet & Cie
Switzerland
$3.76M
ACM
573
Argyle Capital Management
Pennsylvania
$3.76M
BHCM
574
Brevan Howard Capital Management
Jersey
$3.75M
CCM
575
Cohen Capital Management
California
$3.73M