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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
HIMC
1076
Heritage Investors Management Corp
Maryland
$960K
LFG
1077
Larson Financial Group
Missouri
$958K
GWANC
1078
Guardian Wealth Advisors (North Carolina)
North Carolina
$956K
CBOR
1079
Community Bank of Raymore
Missouri
$952K
MYAM
1080
Meiji Yasuda Asset Management
Japan
$949K
WMA
1081
West Michigan Advisors
Michigan
$946K
RIG
1082
RiverFront Investment Group
Virginia
$946K
ESB
1083
Essex Savings Bank
Connecticut
$942K
FG
1084
Fiduciary Group
Georgia
$940K
PCA
1085
Prosperity Capital Advisors
Ohio
$939K
Blackstone Inc
1086
Blackstone Inc
New York
$936K
IF
1087
Intrua Financial
Texas
$935K
FCP
1088
Fidelis Capital Partners
Florida
$932K
BWM
1089
BCS Wealth Management
Tennessee
$930K
Hudson Bay Capital Management
1090
Hudson Bay Capital Management
Connecticut
$929K
GI
1091
Gradient Investments
Minnesota
$923K
CI
1092
Cigna Investments
Connecticut
$920K
HW
1093
HORAN Wealth
Ohio
$916K
V
1094
VeraBank
Texas
$914K
SAI
1095
Savvy Advisors Inc
New York
$914K
MFA
1096
Mayflower Financial Advisors
Massachusetts
$911K
SMA
1097
Sage Mountain Advisors
Georgia
$909K
ZIM
1098
Zacks Investment Management
Illinois
$909K
IA
1099
Inspire Advisors
Idaho
$907K
WC
1100
Wexford Capital
Florida
$907K