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Duke Energy

2,322 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, 1,042 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: 68.45%68.44% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,322
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
SSWM
601
Sheets Smith Wealth Management
North Carolina
$3.42M
SW
602
SVB Wealth
Massachusetts
$3.4M
IFU
603
iSAM Funds (UK)
United Kingdom
$3.4M
AMG
604
Advisors Management Group
Wisconsin
$3.37M
VCA
605
Verdence Capital Advisors
Maryland
$3.36M
RFM
606
Royal Fund Management
Florida
$3.34M
QCG
607
Quadrant Capital Group
Ohio
$3.34M
CCT
608
Chemung Canal Trust
New York
$3.34M
CA
609
CGN Advisors
Kansas
$3.32M
ONST
610
Old North State Trust
North Carolina
$3.31M
FB
611
Fulton Bank
Pennsylvania
$3.31M
FNBOO
612
First National Bank of Omaha
Nebraska
$3.3M
HA
613
Hamel Associates
New Jersey
$3.3M
MA
614
Montag & Associates
Georgia
$3.28M
WSFS
615
Wilmington Savings Fund Society
Delaware
$3.26M
WIA
616
World Investment Advisors
California
$3.25M
SIG
617
Stonegate Investment Group
Alabama
$3.24M
RP
618
Rowlandmiller & Partners
Georgia
$3.24M
FDP
619
Financiere des Professionnels
Quebec, Canada
$3.23M
MCM
620
Mill Capital Management
North Carolina
$3.22M
MPWT
621
MassMutual Private Wealth & Trust
Connecticut
$3.21M
VNIM
622
Vaughan Nelson Investment Management
Texas
$3.2M
GCA
623
Greenwood Capital Associates
South Carolina
$3.19M
Parallax Volatility Advisers
624
Parallax Volatility Advisers
California
$3.18M
TL
625
Tradewinds LLC
North Carolina
$3.18M