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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
VF
1351
Virtu Financial
New York
$562K
GIP
1352
Greatmark Investment Partners
Georgia
$559K
RFA
1353
Resurgent Financial Advisors
Georgia
$558K
SAM
1354
Shell Asset Management
Netherlands
$558K
PAMG
1355
Patton Albertson Miller Group
Tennessee
$557K
AIC
1356
Argus Investors Counsel
New York
$555K
LWM
1357
Level Wealth Management
North Carolina
$554K
HFAS
1358
Hummer Financial Advisory Services
Illinois
$554K
CBB
1359
Citizens Business Bank
California
$553K
BFIM
1360
Beese Fulmer Investment Management
Ohio
$550K
SL
1361
Salomon & Ludwin
Virginia
$550K
GIA
1362
Gladstone Institutional Advisory
Florida
$549K
EW
1363
Evoke Wealth
California
$549K
BOH
1364
Bank of Hawaii
Hawaii
$547K
FCH
1365
Freestone Capital Holdings
Washington
$547K
HCM
1366
Hodges Capital Management
Texas
$541K
KAS
1367
KPP Advisory Services
Kentucky
$540K
NRC
1368
New Republic Capital
North Carolina
$539K
TGAM
1369
TBH Global Asset Management
Tennessee
$539K
DWM
1370
Destination Wealth Management
California
$538K
SGK
1371
Steigerwald Gordon & Koch
Virginia
$537K
DBRC
1372
D.B. Root & Company
Pennsylvania
$537K
FBB
1373
Fulton Breakefield Broenniman
Maryland
$537K
HP
1374
Holistic Planning
Texas
$528K
LCM
1375
LVM Capital Management
Michigan
$526K