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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
SGC
576
Slocum, Gordon & Co
Rhode Island
$3.73M
TSWM
577
Triangle Securities Wealth Management
North Carolina
$3.71M
VA
578
Vident Advisory
Georgia
$3.69M
WCAMG
579
Woodard & Company Asset Management Group
North Carolina
$3.68M
CCG
580
Cypress Capital Group
Florida
$3.67M
EFMC
581
Empire Financial Management Company
New York
$3.66M
SCA
582
Snowden Capital Advisors
New York
$3.63M
GT
583
Glenview Trust
Kentucky
$3.58M
SFP
584
Shepherd Financial Partners
Massachusetts
$3.58M
LCM
585
Logan Capital Management
Pennsylvania
$3.57M
AG
586
Ascent Group
Virginia
$3.57M
FA
587
Fiduciary Alliance
South Carolina
$3.55M
SIG
588
Sargent Investment Group
Maryland
$3.55M
GCC
589
Guardian Capital (Canada)
Ontario, Canada
$3.54M
AC
590
Allstate Corporation
Illinois
$3.53M
EWM
591
Empirical Wealth Management
Washington
$3.53M
ONSWM
592
Old North State Wealth Management
North Carolina
$3.52M
FPAS
593
Focus Partners Advisor Solutions
Missouri
$3.52M
FHWM
594
Fox Hill Wealth Management
Massachusetts
$3.51M
HH
595
Hilltop Holdings
Texas
$3.5M
BFG
596
Bleakley Financial Group
New Jersey
$3.48M
CBA
597
Coastal Bridge Advisors
Connecticut
$3.47M
ECM
598
Everence Capital Management
Indiana
$3.45M
HAG
599
HighPoint Advisor Group
Illinois
$3.44M
FDCDDQ
600
Federation des caisses Desjardins du Quebec
Quebec, Canada
$3.42M