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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
DA
651
Drake & Associates
Wisconsin
$2.95M
SBH
652
Segall Bryant & Hamill
Illinois
$2.92M
TBA
653
Tower Bridge Advisors
Pennsylvania
$2.9M
HFBOT
654
Home Federal Bank of Tennessee
Tennessee
$2.89M
BBHC
655
Brown Brothers Harriman & Co
New York
$2.87M
KWA
656
Kingswood Wealth Advisors
California
$2.87M
CFD
657
Creative Financial Designs
Indiana
$2.84M
CWG
658
Cornerstone Wealth Group
North Carolina
$2.82M
BBA
659
BLB&B Advisors
Pennsylvania
$2.81M
BTC
660
Bank & Trust Company
Illinois
$2.81M
RMC
661
Resources Management Corp
Connecticut
$2.79M
MF
662
Magnetar Financial
Illinois
$2.77M
KTC
663
Kentucky Trust Company
Kentucky
$2.77M
MWM
664
Modera Wealth Management
New Jersey
$2.76M
MMHP
665
Murphy Middleton Hinkle & Parker
Georgia
$2.76M
ANTB
666
AMG National Trust Bank
Colorado
$2.76M
ACM
667
Adalta Capital Management
New York
$2.75M
AAP
668
Arax Advisory Partners
Colorado
$2.75M
TAIM
669
Te Ahumairangi Investment Management
New Zealand
$2.74M
AW
670
Apricus Wealth
South Carolina
$2.71M
SVWAG
671
Sound View Wealth Advisors Group
Georgia
$2.71M
RIM
672
Rakuten Investment Management
Japan
$2.7M
MIM
673
Marshall Investment Management
Colorado
$2.69M
WANY
674
Wealthspire Advisors (New York)
New York
$2.68M
RB
675
Rodgers Brothers
Pennsylvania
$2.67M