DUK icon

Duke Energy

2,321 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, 1,041 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: 68.44%68.44% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 2423 (-1)

Holders
2,321
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
MWM
1651
Meadowbrook Wealth Management
New York
$342K
Acadian Asset Management
1652
Acadian Asset Management
Massachusetts
$341K
RMAM
1653
Raab & Moskowitz Asset Management
New Jersey
$341K
EWM
1654
Elmwood Wealth Management
California
$341K
VCM
1655
Virtue Capital Management
Tennessee
$340K
CCC
1656
Chelsea Counsel Company
California
$340K
HIS
1657
Horizon Investment Services
Indiana
$339K
CT
1658
Clearstead Trust
Maine
$339K
PCMF
1659
Private Capital Management (Florida)
Florida
$339K
ITIM
1660
Indiana Trust & Investment Management
Indiana
$336K
PAM
1661
Paradigm Asset Management
New York
$334K
PK
1662
Pflug Koory
Nebraska
$333K
MWA
1663
Midland Wealth Advisors
Illinois
$333K
SFG
1664
Sather Financial Group
Texas
$332K
MSFP
1665
Mark Sheptoff Financial Planning
Connecticut
$332K
FG
1666
Foster Group
Iowa
$331K
SWM
1667
SpringVest Wealth Management
Texas
$331K
QIM
1668
Quest Investment Management
Oregon
$331K
GAM
1669
Griffin Asset Management
New York
$331K
PB
1670
Pinnacle Bancorp
Nebraska
$331K
BC
1671
Burney Company
Virginia
$330K
CCA
1672
Cravens & Co Advisors
Tennessee
$329K
PCA
1673
Pallas Capital Advisors
Massachusetts
$329K
OA
1674
Oxbow Advisors
Texas
$328K
TB
1675
Terril Brothers
Missouri
$328K