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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
HI
2151
Hoey Investments
Pennsylvania
$53.2K
HCM
2152
Horrell Capital Management
Arkansas
$53.1K
POIA
2153
Pin Oak Investment Advisors
Texas
$51.6K
DAM
2154
Delta Asset Management
Tennessee
$51.1K
TIM
2155
Tortoise Investment Management
New York
$49.7K
BAM
2156
Bellevue Asset Management
Washington
$46.1K
MCA
2157
Midwest Capital Advisors
Michigan
$45.8K
FIM
2158
FWL Investment Management
Texas
$45.7K
1IA
2159
1620 Investment Advisors
Massachusetts
$43.7K
FCT
2160
First Community Trust
Iowa
$43.1K
TFA
2161
Toth Financial Advisory
Virginia
$42.9K
T
2162
Tidemark
California
$42.9K
RPA
2163
Redwood Park Advisors
California
$41.9K
CNBT
2164
Cornerstone National Bank & Trust
Illinois
$41.2K
CH
2165
Canton Hathaway
Rhode Island
$41K
ACM
2166
Anfield Capital Management
California
$40.2K
HFS
2167
Hopwood Financial Services
Virginia
$40.2K
WAM
2168
WFA Asset Management
Wisconsin
$40K
NWM
2169
Nova Wealth Management
Florida
$39.6K
MAM
2170
Meeder Asset Management
Ohio
$39.5K
IW
2171
Imprint Wealth
South Carolina
$39.4K
BIA
2172
Bell Investment Advisors
California
$38.1K
CFS
2173
CGC Financial Services
Oregon
$38.1K
PWMG
2174
Private Wealth Management Group
New Jersey
$35.4K
CFG
2175
CKW Financial Group
Hawaii
$35K