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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
QI
826
Qtron Investments
Massachusetts
$1.8M
MWM
827
Meridian Wealth Management
Kentucky
$1.8M
PFT
828
Providence First Trust
Arizona
$1.79M
Luther King Capital Management (LKCM)
829
Luther King Capital Management (LKCM)
Texas
$1.79M
MGWM
830
Marks Group Wealth Management
Minnesota
$1.79M
SOS
831
Silver Oak Securities
Tennessee
$1.79M
BHBT
832
Burke & Herbert Bank & Trust
Virginia
$1.78M
PNC
833
Park National Corp
Ohio
$1.78M
PWW
834
Pettyjohn Wood & White
Virginia
$1.77M
MG
835
Mather Group
Illinois
$1.76M
NAM
836
NTV Asset Management
West Virginia
$1.75M
BNP Paribas Asset Management
837
BNP Paribas Asset Management
France
$1.74M
WDG
838
Wealth Dimensions Group
Ohio
$1.74M
MFP
839
Meridian Financial Partners
Virginia
$1.73M
GAM
840
Grandview Asset Management
Pennsylvania
$1.73M
GWMR
841
GC Wealth Management RIA
Massachusetts
$1.73M
MCA
842
MSH Capital Advisors
Arizona
$1.72M
RBA
843
Richard Bernstein Advisors
New York
$1.71M
SW
844
Simplicity Wealth
New Jersey
$1.71M
HFM
845
Hartford Funds Management
Pennsylvania
$1.71M
PMIA
846
Patrick Mauro Investment Advisor
Illinois
$1.71M
IIM
847
InTrack Investment Management
Vermont
$1.71M
VIA
848
Victrix Investment Advisors
Florida
$1.7M
EARNEST Partners
849
EARNEST Partners
Georgia
$1.69M
MBTD
850
Mechanics Bank - Trust Department
California
$1.68M