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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
CI
1051
CX Institutional
Indiana
$1.05M
AFCM
1052
Applied Finance Capital Management
Puerto Rico
$1.05M
PCM
1053
Parsons Capital Management
Rhode Island
$1.04M
TWM
1054
Thrive Wealth Management
Pennsylvania
$1.04M
RCAG
1055
Rehmann Capital Advisory Group
Michigan
$1.04M
PA
1056
Procyon Advisors
Connecticut
$1.04M
SLI
1057
Sumitomo Life Insurance
Japan
$1.03M
SCM
1058
SCS Capital Management
Massachusetts
$1.03M
ACP
1059
Aviance Capital Partners
Florida
$1.03M
DWM
1060
Dogwood Wealth Management
Kansas
$1.03M
CCA
1061
Checchi Capital Advisers
California
$1.02M
HCM
1062
Huber Capital Management
California
$1.02M
BLFG
1063
Brian Low Financial Group
Louisiana
$1.02M
ANBT
1064
American National Bank & Trust
Texas
$1.01M
MGIA
1065
Moneta Group Investment Advisors
Missouri
$1.01M
FCAS
1066
First Command Advisory Services
Texas
$1.01M
APP
1067
Avantax Planning Partners
Iowa
$993K
AMBIA
1068
Allen Mooney & Barnes Investment Advisors
Georgia
$988K
CD
1069
Chapin Davis
Maryland
$988K
ACS
1070
Archford Capital Strategies
Illinois
$986K
HA
1071
Huntleigh Advisors
Missouri
$984K
WHC
1072
Wulff, Hansen & Co
California
$984K
BIM
1073
Baldwin Investment Management
Pennsylvania
$983K
HTIM
1074
Harbour Trust & Investment Management
Indiana
$981K
AA
1075
Ancora Advisors
Ohio
$978K