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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
CCT
601
Chemung Canal Trust
New York
$3.34M
CA
602
CGN Advisors
Kansas
$3.32M
ONST
603
Old North State Trust
North Carolina
$3.31M
FB
604
Fulton Bank
Pennsylvania
$3.31M
FNBOO
605
First National Bank of Omaha
Nebraska
$3.3M
HA
606
Hamel Associates
New Jersey
$3.3M
MA
607
Montag & Associates
Georgia
$3.28M
WSFS
608
Wilmington Savings Fund Society
Delaware
$3.26M
WIA
609
World Investment Advisors
California
$3.25M
SIG
610
Stonegate Investment Group
Alabama
$3.24M
RP
611
Rowlandmiller & Partners
Georgia
$3.24M
FDP
612
Financiere des Professionnels
Quebec, Canada
$3.23M
MCM
613
Mill Capital Management
North Carolina
$3.22M
MPWT
614
MassMutual Private Wealth & Trust
Connecticut
$3.21M
VNIM
615
Vaughan Nelson Investment Management
Texas
$3.2M
GCA
616
Greenwood Capital Associates
South Carolina
$3.19M
Parallax Volatility Advisers
617
Parallax Volatility Advisers
California
$3.18M
TL
618
Tradewinds LLC
North Carolina
$3.18M
FSA
619
Franklin Street Advisors
North Carolina
$3.16M
AF
620
Apollon Financial
South Carolina
$3.16M
GW
621
Griffith & Werner
Georgia
$3.16M
WP
622
WealthShield Partners
North Carolina
$3.15M
MWM
623
Moran Wealth Management
Florida
$3.15M
AC
624
Asio Capital
Kentucky
$3.14M
DTL
625
Dynamic Technology Lab
Singapore
$3.13M