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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
MSA
751
Marino Stram & Associates
Massachusetts
$2.2M
MWA
752
MFA Wealth Advisors
Pennsylvania
$2.2M
DFA
753
Delta Financial Advisors
Louisiana
$2.18M
SFI
754
Siemens Fonds Invest
Germany
$2.18M
TCMG
755
TSP Capital Management Group
New Jersey
$2.18M
PGF
756
Plan Group Financial
Oklahoma
$2.16M
CPIA
757
Cornell Pochily Investment Advisors
New York
$2.15M
MHS
758
M Holdings Securities
Oregon
$2.15M
DCM
759
Donaldson Capital Management
Indiana
$2.15M
OCM
760
Orleans Capital Management
Louisiana
$2.13M
AIA
761
Armor Investment Advisors
North Carolina
$2.13M
CC
762
Courier Capital
New York
$2.12M
IIM
763
Ipswich Investment Management
Massachusetts
$2.12M
MSAM
764
Moloney Securities Asset Management
Missouri
$2.11M
IWM
765
IHT Wealth Management
Illinois
$2.11M
DZ Bank
766
DZ Bank
Germany
$2.11M
RFN
767
RDA Financial Network
Iowa
$2.11M
KTM
768
Keeler Thomas Management
Utah
$2.1M
HIP
769
HUB Investment Partners
Texas
$2.1M
LCOV
770
London Company of Virginia
Virginia
$2.1M
GLLW
771
Graves Light Lenhart Wealth
Virginia
$2.09M
WWMSC
772
Wagner Wealth Management (South Carolina)
South Carolina
$2.09M
WWM
773
Wolff Wiese Magana
California
$2.09M
Grantham, Mayo, Van Otterloo & Co (GMO)
774
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.08M
SAM
775
Smartleaf Asset Management
Massachusetts
$2.08M