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Duke Energy

2,285 hedge funds and large institutions have $65.8B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 179 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
2,285
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
MMCM
2101
Murphy & Mullick Capital Management
New York
$69.5K
CA
2102
Centerpoint Advisors
Massachusetts
$68K
CBT
2103
CoreFirst Bank & Trust
Kansas
$67.1K
RFP
2104
Root Financial Partners
California
$66.6K
M
2105
MOTCO
Texas
$64.5K
SCA
2106
Stuart Chaussee & Associates
California
$63.6K
PCTC
2107
Perkins Coie Trust Company
Washington
$62.7K
WPWM
2108
Western Pacific Wealth Management
Illinois
$62.3K
HSA
2109
Hussman Strategic Advisors
Maryland
$61.9K
LAM
2110
Lummis Asset Management
Texas
$61.9K
BTD
2111
BankPlus Trust Department
Mississippi
$61.1K
C
2112
Covestor
United Kingdom
$61K
CTWM
2113
Cherry Tree Wealth Management
Minnesota
$60.8K
BWAM
2114
Boyd Watterson Asset Management
Ohio
$60.3K
LWA
2115
Lowe Wealth Advisors
Maryland
$55.9K
TFGT
2116
TS Financial Group (TSFG)
Illinois
$55K
OWP
2117
ORG Wealth Partners
Texas
$55K
WWA
2118
Wealth Watch Advisors
Colorado
$54.8K
PA
2119
Pineridge Advisors
Missouri
$53.5K
HI
2120
Hoey Investments
Pennsylvania
$53.2K
HCM
2121
Horrell Capital Management
Arkansas
$53.1K
POIA
2122
Pin Oak Investment Advisors
Texas
$51.6K
DAM
2123
Delta Asset Management
Tennessee
$51.1K
TIM
2124
Tortoise Investment Management
New York
$49.7K
BAM
2125
Bellevue Asset Management
Washington
$46.1K