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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
GT
676
Greenleaf Trust
Michigan
$2.67M
FTWA
677
Fifth Third Wealth Advisors
Ohio
$2.67M
USWG
678
U.S. Wealth Group
New York
$2.66M
BCM
679
Birmingham Capital Management
Alabama
$2.65M
BCP
680
Berkeley Capital Partners
Georgia
$2.65M
GI
681
GAMMA Investing
California
$2.64M
FC
682
Farringdon Capital
United Kingdom
$2.63M
ATPW
683
Ashton Thomas Private Wealth
Arizona
$2.62M
BBVA
684
Banco Bilbao Vizcaya Argentaria
Spain
$2.62M
MA
685
Mutual Advisors
Nebraska
$2.61M
VFA
686
Valeo Financial Advisors
Indiana
$2.6M
LDB
687
Lee, Danner & Bass
Tennessee
$2.6M
MSA
688
MUFG Securities Americas
New York
$2.6M
Wolverine Trading
689
Wolverine Trading
Illinois
$2.59M
HCP
690
Hardin Capital Partners
South Carolina
$2.59M
TT
691
TI-Trust
Illinois
$2.57M
DA
692
Dover Advisors
Virginia
$2.57M
Squarepoint
693
Squarepoint
New York
$2.57M
HI
694
Harbour Investments
Wisconsin
$2.56M
VRM
695
Vectors Research Management
New York
$2.56M
RPGK
696
Retirement Planning Group (Kansas)
Kansas
$2.56M
AAS
697
Annex Advisory Services
Wisconsin
$2.56M
KRSITF
698
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.53M
TWC
699
TD Waterhouse Canada
Ontario, Canada
$2.53M
S
700
SignatureFD
Georgia
$2.53M