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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
GIA
1376
Gateway Investment Advisers
Ohio
$525K
DJSG
1377
D.J. St. Germain
Massachusetts
$525K
WA
1378
WBH Advisory
Maryland
$525K
LIA
1379
LBMC Investment Advisors
Tennessee
$524K
NAS
1380
Nicolet Advisory Services
Wisconsin
$524K
RL
1381
Rogco LP
Oklahoma
$523K
TWM
1382
Trueblood Wealth Management
Ohio
$522K
AFG
1383
Allegheny Financial Group
Pennsylvania
$522K
MIC
1384
Meridian Investment Counsel
California
$519K
SCM
1385
Saxony Capital Management
Missouri
$518K
ABC
1386
Associated Banc-Corp
Wisconsin
$518K
IPAM
1387
Investment Partners Asset Management
New Jersey
$517K
DLA
1388
Douglas Lane & Associates
New York
$517K
PP
1389
PDS Planning
Ohio
$514K
PEA
1390
Park Edge Advisors
Ohio
$514K
TC
1391
Truvestments Capital
Florida
$512K
CGH
1392
CMG Global Holdings
Texas
$510K
FBC
1393
Fairfield, Bush & Co
Connecticut
$509K
DWM
1394
Diversify Wealth Management
Utah
$506K
OTPPB
1395
Ontario Teachers' Pension Plan Board
Ontario, Canada
$506K
MCG
1396
McCollum Christoferson Group
New York
$505K
Holocene Advisors
1397
Holocene Advisors
New York
$504K
BAM
1398
Blueshift Asset Management
New Jersey
$504K
BW
1399
BXM Wealth
Colorado
$503K
KIA
1400
Knollwood Investment Advisory
Maryland
$502K