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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
IB
1076
Intrust Bank
Kansas
$977K
BHIA
1077
Birch Hill Investment Advisors
Massachusetts
$976K
DA
1078
Doliver Advisors
Texas
$975K
MFG
1079
MidWestOne Financial Group
Iowa
$972K
C
1080
Croban
Ohio
$969K
BRWM
1081
Blue Rock Wealth Management
North Carolina
$968K
SC
1082
Sawyer & Company
Massachusetts
$965K
TCOTS
1083
Trust Company of the South
North Carolina
$962K
HIMC
1084
Heritage Investors Management Corp
Maryland
$960K
LFG
1085
Larson Financial Group
Missouri
$958K
GWANC
1086
Guardian Wealth Advisors (North Carolina)
North Carolina
$956K
CBOR
1087
Community Bank of Raymore
Missouri
$952K
MYAM
1088
Meiji Yasuda Asset Management
Japan
$949K
WMA
1089
West Michigan Advisors
Michigan
$946K
RIG
1090
RiverFront Investment Group
Virginia
$946K
ESB
1091
Essex Savings Bank
Connecticut
$942K
FG
1092
Fiduciary Group
Georgia
$940K
PCA
1093
Prosperity Capital Advisors
Ohio
$939K
Blackstone Inc
1094
Blackstone Inc
New York
$936K
IF
1095
Intrua Financial
Texas
$935K
FCP
1096
Fidelis Capital Partners
Florida
$932K
BWM
1097
BCS Wealth Management
Tennessee
$930K
Hudson Bay Capital Management
1098
Hudson Bay Capital Management
Connecticut
$929K
GI
1099
Gradient Investments
Minnesota
$923K
CI
1100
Cigna Investments
Connecticut
$920K