DUK icon

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
CAG
1026
Crestwood Advisors Group
Massachusetts
$1.12M
KCM
1027
Kanawha Capital Management
Virginia
$1.12M
FDS
1028
First Dallas Securities
Texas
$1.12M
FNC
1029
First National Corp
Massachusetts
$1.12M
WWM
1030
Western Wealth Management
Colorado
$1.09M
VCM
1031
Violich Capital Management
California
$1.09M
BAM
1032
Belpointe Asset Management
Nevada
$1.09M
PFGIA
1033
Patriot Financial Group Insurance Agency
Massachusetts
$1.08M
HPC
1034
HM Payson & Co
Maine
$1.08M
ACM
1035
Allred Capital Management
Texas
$1.07M
CCWM
1036
Cassaday & Co Wealth Management
Virginia
$1.06M
NRS
1037
Neville Rodie & Shaw
New York
$1.06M
JF
1038
Jump Financial
Illinois
$1.06M
GVAG
1039
Great Valley Advisor Group
Delaware
$1.06M
GWA
1040
Gratus Wealth Advisors
Virginia
$1.06M
CFCI
1041
Comprehensive Financial Consultants Institutional
Indiana
$1.06M
AFA
1042
AA Financial Advisors
Ohio
$1.05M
CI
1043
CX Institutional
Indiana
$1.05M
AFCM
1044
Applied Finance Capital Management
Puerto Rico
$1.05M
PCM
1045
Parsons Capital Management
Rhode Island
$1.04M
TWM
1046
Thrive Wealth Management
Pennsylvania
$1.04M
RCAG
1047
Rehmann Capital Advisory Group
Michigan
$1.04M
PA
1048
Procyon Advisors
Connecticut
$1.04M
SLI
1049
Sumitomo Life Insurance
Japan
$1.03M
SCM
1050
SCS Capital Management
Massachusetts
$1.03M