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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
HCM
1376
Hodges Capital Management
Texas
$541K
KAS
1377
KPP Advisory Services
Kentucky
$540K
NRC
1378
New Republic Capital
North Carolina
$539K
TGAM
1379
TBH Global Asset Management
Tennessee
$539K
DWM
1380
Destination Wealth Management
California
$538K
SGK
1381
Steigerwald Gordon & Koch
Virginia
$537K
DBRC
1382
D.B. Root & Company
Pennsylvania
$537K
FBB
1383
Fulton Breakefield Broenniman
Maryland
$537K
HP
1384
Holistic Planning
Texas
$528K
LCM
1385
LVM Capital Management
Michigan
$526K
GIA
1386
Gateway Investment Advisers
Ohio
$525K
DJSG
1387
D.J. St. Germain
Massachusetts
$525K
WA
1388
WBH Advisory
Maryland
$525K
LIA
1389
LBMC Investment Advisors
Tennessee
$524K
NAS
1390
Nicolet Advisory Services
Wisconsin
$524K
RL
1391
Rogco LP
Oklahoma
$523K
TWM
1392
Trueblood Wealth Management
Ohio
$522K
AFG
1393
Allegheny Financial Group
Pennsylvania
$522K
MIC
1394
Meridian Investment Counsel
California
$519K
SCM
1395
Saxony Capital Management
Missouri
$518K
ABC
1396
Associated Banc-Corp
Wisconsin
$518K
IPAM
1397
Investment Partners Asset Management
New Jersey
$517K
DLA
1398
Douglas Lane & Associates
New York
$517K
PP
1399
PDS Planning
Ohio
$514K
PEA
1400
Park Edge Advisors
Ohio
$514K