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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
VFA
901
Voya Financial Advisors
Connecticut
$1.52M
MFIM
902
Mesirow Financial Investment Management
Illinois
$1.52M
EFG
903
Everhart Financial Group
Ohio
$1.52M
PIM
904
Penobscot Investment Management
Massachusetts
$1.51M
JSL
905
JT Stratford LLC
Georgia
$1.51M
SFA
906
Souders Financial Advisors
Ohio
$1.51M
MAM
907
Mystic Asset Management
Rhode Island
$1.51M
ZIC
908
ZWJ Investment Counsel
Georgia
$1.5M
CAMV
909
Concord Asset Management (Virginia)
Virginia
$1.49M
BP
910
Ballentine Partners
Massachusetts
$1.49M
EM
911
Excalibur Management
Massachusetts
$1.48M
BFS
912
Burkett Financial Services
South Carolina
$1.48M
CAM
913
Columbia Asset Management
Michigan
$1.48M
GS
914
GTS Securities
New York
$1.48M
MHIC
915
Marble Harbor Investment Counsel
Massachusetts
$1.48M
B
916
Bellecapital
Switzerland
$1.47M
CA
917
Claro Advisors
Massachusetts
$1.47M
LWM
918
LongView Wealth Management
Georgia
$1.46M
FT
919
Fiduciary Trust
Massachusetts
$1.46M
GSB
920
Greenfield Savings Bank
Massachusetts
$1.45M
WCM
921
Weaver Capital Management
Georgia
$1.45M
VCM
922
Voleon Capital Management
California
$1.44M
CI Investments Inc
923
CI Investments Inc
Ontario, Canada
$1.43M
BFO
924
Biltmore Family Office
North Carolina
$1.42M
TC
925
TownSquare Capital
Utah
$1.42M