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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
PCIA
626
Prime Capital Investment Advisors
Kansas
$3.13M
IC
627
IEQ Capital
California
$3.13M
APC
628
Aspire Private Capital
North Carolina
$3.12M
ET
629
Equitable Trust
Tennessee
$3.12M
NGA
630
Naples Global Advisors
Florida
$3.08M
NMIMC
631
Northwestern Mutual Investment Management Company
Wisconsin
$3.07M
CV
632
Counterweight Ventures
North Carolina
$3.06M
SIC
633
Shoker Investment Counsel
Ohio
$3.03M
JFL
634
Jarislowsky, Fraser Ltd
Quebec, Canada
$3.02M
SB
635
Strategic Blueprint
Georgia
$3M
Voloridge Investment Management
636
Voloridge Investment Management
Florida
$3M
EWM
637
Evercore Wealth Management
New York
$2.99M
STA
638
Summit Trail Advisors
New York
$2.99M
LOPW
639
Live Oak Private Wealth
North Carolina
$2.99M
CA
640
Cullinan Associates
Kentucky
$2.99M
SFS
641
Stiles Financial Services
Minnesota
$2.98M
HCM
642
Hall Capital Management
Rhode Island
$2.95M
DA
643
Drake & Associates
Wisconsin
$2.95M
SBH
644
Segall Bryant & Hamill
Illinois
$2.92M
TBA
645
Tower Bridge Advisors
Pennsylvania
$2.9M
HFBOT
646
Home Federal Bank of Tennessee
Tennessee
$2.89M
BBHC
647
Brown Brothers Harriman & Co
New York
$2.87M
KWA
648
Kingswood Wealth Advisors
California
$2.87M
CFD
649
Creative Financial Designs
Indiana
$2.84M
CWG
650
Cornerstone Wealth Group
North Carolina
$2.82M