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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
SCA
576
Snowden Capital Advisors
New York
$3.63M
GT
577
Glenview Trust
Kentucky
$3.58M
SFP
578
Shepherd Financial Partners
Massachusetts
$3.58M
LCM
579
Logan Capital Management
Pennsylvania
$3.57M
AG
580
Ascent Group
Virginia
$3.57M
FA
581
Fiduciary Alliance
South Carolina
$3.55M
SIG
582
Sargent Investment Group
Maryland
$3.55M
GC
583
Guardian Capital
Ontario, Canada
$3.54M
AC
584
Allstate Corporation
Illinois
$3.53M
EWM
585
Empirical Wealth Management
Washington
$3.53M
ONSWM
586
Old North State Wealth Management
North Carolina
$3.52M
FPAS
587
Focus Partners Advisor Solutions
Missouri
$3.52M
FHWM
588
Fox Hill Wealth Management
Massachusetts
$3.51M
HH
589
Hilltop Holdings
Texas
$3.5M
BFG
590
Bleakley Financial Group
New Jersey
$3.48M
CBA
591
Coastal Bridge Advisors
Connecticut
$3.47M
ECM
592
Everence Capital Management
Indiana
$3.45M
HAG
593
HighPoint Advisor Group
Illinois
$3.44M
FDCDDQ
594
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42M
SSWM
595
Sheets Smith Wealth Management
North Carolina
$3.42M
SW
596
SVB Wealth
Massachusetts
$3.4M
IFU
597
iSAM Funds (UK)
United Kingdom
$3.4M
VCA
598
Verdence Capital Advisors
Maryland
$3.36M
RFM
599
Royal Fund Management
Florida
$3.34M
QCG
600
Quadrant Capital Group
Ohio
$3.34M