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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
DCM
751
Donaldson Capital Management
Indiana
$2.15M
OCM
752
Orleans Capital Management
Louisiana
$2.13M
AIA
753
Armor Investment Advisors
North Carolina
$2.13M
CC
754
Courier Capital
New York
$2.12M
IIM
755
Ipswich Investment Management
Massachusetts
$2.12M
MSAM
756
Moloney Securities Asset Management
Missouri
$2.11M
IWM
757
IHT Wealth Management
Illinois
$2.11M
DZ Bank
758
DZ Bank
Germany
$2.11M
RFN
759
RDA Financial Network
Iowa
$2.11M
KTM
760
Keeler Thomas Management
Utah
$2.1M
HIP
761
HUB Investment Partners
Texas
$2.1M
LCOV
762
London Company of Virginia
Virginia
$2.1M
GLLW
763
Graves Light Lenhart Wealth
Virginia
$2.09M
WWM
764
Wagner Wealth Management
South Carolina
$2.09M
WWM
765
Wolff Wiese Magana
California
$2.09M
Grantham, Mayo, Van Otterloo & Co (GMO)
766
Grantham, Mayo, Van Otterloo & Co (GMO)
Massachusetts
$2.08M
SAM
767
Smartleaf Asset Management
Massachusetts
$2.08M
SP
768
SWS Partners
Ohio
$2.07M
AW
769
Alaethes Wealth
Nevada
$2.06M
HWMO
770
Heritage Wealth Management (Ohio)
Ohio
$2.06M
AA
771
Advisory Alpha
Michigan
$2.06M
NS
772
NBC Securities
Alabama
$2.06M
DWM
773
Dakota Wealth Management
Florida
$2.05M
MMPW
774
Mitchell McLeod Pugh & Williams
Alabama
$2.04M
CFO
775
Callan Family Office
Pennsylvania
$2.03M