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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
BBA
651
BLB&B Advisors
Pennsylvania
$2.81M
BTC
652
Bank & Trust Company
Illinois
$2.81M
RMC
653
Resources Management Corp
Connecticut
$2.79M
MF
654
Magnetar Financial
Illinois
$2.77M
KTC
655
Kentucky Trust Company
Kentucky
$2.77M
MWM
656
Modera Wealth Management
New Jersey
$2.76M
MMHP
657
Murphy Middleton Hinkle & Parker
Georgia
$2.76M
ANTB
658
AMG National Trust Bank
Colorado
$2.76M
ACM
659
Adalta Capital Management
New York
$2.75M
AAP
660
Arax Advisory Partners
Colorado
$2.75M
TAIM
661
Te Ahumairangi Investment Management
New Zealand
$2.74M
AW
662
Apricus Wealth
South Carolina
$2.71M
SVWAG
663
Sound View Wealth Advisors Group
Georgia
$2.71M
RIM
664
Rakuten Investment Management
Japan
$2.7M
MIM
665
Marshall Investment Management
Colorado
$2.69M
WANY
666
Wealthspire Advisors (New York)
New York
$2.68M
RB
667
Rodgers Brothers
Pennsylvania
$2.67M
GT
668
Greenleaf Trust
Michigan
$2.67M
FTWA
669
Fifth Third Wealth Advisors
Ohio
$2.67M
USWG
670
U.S. Wealth Group
New York
$2.66M
BCM
671
Birmingham Capital Management
Alabama
$2.65M
BCP
672
Berkeley Capital Partners
Georgia
$2.65M
GI
673
GAMMA Investing
California
$2.64M
FC
674
Farringdon Capital
United Kingdom
$2.63M
ATPW
675
Ashton Thomas Private Wealth
Arizona
$2.62M