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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
SB
551
Simmons Bank
Arkansas
$3.91M
CAM
552
Close Asset Management
United Kingdom
$3.89M
TNBTD
553
Trustmark National Bank Trust Department
Mississippi
$3.89M
EF
554
Empirical Finance
Pennsylvania
$3.89M
LA
555
Lynch & Associates
Indiana
$3.89M
CA
556
Carson Advisory
Georgia
$3.89M
TYCC
557
Texas Yale Capital Corp
Florida
$3.88M
SIC
558
Salem Investment Counselors
North Carolina
$3.88M
SYBT
559
Stock Yards Bank & Trust
Kentucky
$3.86M
PI
560
PFG Investments
New York
$3.85M
SCM
561
Schnieders Capital Management
California
$3.84M
Balyasny Asset Management
562
Balyasny Asset Management
Illinois
$3.81M
RP
563
Rice Partnership
Hawaii
$3.79M
TCM
564
Twin Capital Management
Pennsylvania
$3.78M
LSA
565
L & S Advisors
California
$3.77M
BPC
566
Banque Pictet & Cie
Switzerland
$3.76M
ACM
567
Argyle Capital Management
Pennsylvania
$3.76M
BHCM
568
Brevan Howard Capital Management
Jersey
$3.75M
CCM
569
Cohen Capital Management
California
$3.73M
SGC
570
Slocum, Gordon & Co
Rhode Island
$3.73M
TSWM
571
Triangle Securities Wealth Management
North Carolina
$3.71M
VA
572
Vident Advisory
Georgia
$3.69M
WCAMG
573
Woodard & Company Asset Management Group
North Carolina
$3.68M
CCG
574
Cypress Capital Group
Florida
$3.67M
EFMC
575
Empire Financial Management Company
New York
$3.66M