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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
CA
1226
Cornerstone Advisory
Maryland
$719K
VIPI
1227
Vista Investment Partners II
Indiana
$714K
MNBTD
1228
Moody National Bank Trust Division
Texas
$711K
AAS
1229
Ameritas Advisory Services
Nebraska
$710K
MMG
1230
Monetary Management Group
Missouri
$709K
GIA
1231
Guyasuta Investment Advisors
Pennsylvania
$709K
EB
1232
Eastern Bank
Massachusetts
$708K
GWAG
1233
Garrett Wealth Advisory Group
Texas
$707K
SS
1234
SBI Securities
Japan
$707K
ATS
1235
Ashton Thomas Securities
New York
$706K
EGA
1236
E&G Advisors
Texas
$706K
Connor, Clark & Lunn Investment Management (CC&L)
1237
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$706K
MA
1238
MJP Associates
Connecticut
$705K
VAS
1239
Vestmark Advisory Solutions
Massachusetts
$703K
FI
1240
Finivi Inc
Massachusetts
$702K
BIM
1241
Bridges Investment Management
Nebraska
$699K
KCIC
1242
Kuhn & Co Investment Counsel
Illinois
$699K
IBOK
1243
Independence Bank of Kentucky
Kentucky
$698K
P
1244
Pitcairn
Pennsylvania
$693K
RPCONE
1245
Retirement Planning Company of New England
Rhode Island
$693K
CA
1246
CoreCap Advisors
Michigan
$691K
XF
1247
XML Financial
Maryland
$690K
PCS
1248
Personal CFO Solutions
New Jersey
$688K
ST
1249
Spinnaker Trust
Maine
$687K
BHC
1250
Bowen Hanes & Co
Florida
$686K