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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
ATS
1226
Ashton Thomas Securities
New York
$706K
EGA
1227
E&G Advisors
Texas
$706K
Connor, Clark & Lunn Investment Management (CC&L)
1228
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$706K
MA
1229
MJP Associates
Connecticut
$705K
VAS
1230
Vestmark Advisory Solutions
Massachusetts
$703K
BIM
1231
Bridges Investment Management
Nebraska
$699K
KCIC
1232
Kuhn & Co Investment Counsel
Illinois
$699K
IBOK
1233
Independence Bank of Kentucky
Kentucky
$698K
P
1234
Pitcairn
Pennsylvania
$693K
RPCONE
1235
Retirement Planning Company of New England
Rhode Island
$693K
CA
1236
CoreCap Advisors
Michigan
$691K
XF
1237
XML Financial
Maryland
$690K
PCS
1238
Personal CFO Solutions
New Jersey
$688K
ST
1239
Spinnaker Trust
Maine
$687K
BHC
1240
Bowen Hanes & Co
Florida
$686K
TSS
1241
Two Sigma Securities
New York
$686K
PVM
1242
Palogic Value Management
Texas
$685K
AC
1243
Apella Capital
Connecticut
$683K
MSFS
1244
Main Street Financial Solutions
Pennsylvania
$682K
CSIC
1245
Clifford Swan Investment Counsel
California
$681K
SWM
1246
Silverlake Wealth Management
Vermont
$680K
EFA
1247
Edge Financial Advisors
Illinois
$679K
NL
1248
NWAM LLC
Washington
$676K
Members Trust
1249
Members Trust
Florida
$676K
TF
1250
Tudor Financial
Ohio
$674K