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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, 1,040 increasing their positions, 758 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
2,321
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
HFM
2301
Harvest Fund Management
China
$3K
TCB
2302
Texas Capital Bancshares
Texas
$2.6K
APM
2303
Advanced Portfolio Management
New York
$2.48K
EWM
2304
Evolution Wealth Management
Florida
$2.23K
QWM
2305
Quaker Wealth Management
New Jersey
$1.98K
CAM
2306
Clarity Asset Management
Iowa
$1.98K
MHIP
2307
Mountain Hill Investment Partners
New Jersey
$1.9K
AT
2308
Avalon Trust
New Mexico
$1.73K
DF
2309
DecisionPoint Financial
Arizona
$1.71K
SFCL
2310
Strengthening Families & Communities LLC
Massachusetts
$1.61K
TCA
2311
Trifecta Capital Advisors
Illinois
$1.61K
VWA
2312
Valued Wealth Advisors
Utah
$1.27K
TSMHT
2313
Thurston Springer Miller Herd & Titak
Indiana
$1.24K
PMAM
2314
Picton Mahoney Asset Management
Ontario, Canada
$1K
HIA
2315
HFM Investment Advisors
New Jersey
$866
IAS
2316
IMA Advisory Services
Colorado
$743
HC
2317
Hurley Capital
New York
$619
EFMH
2318
E Fund Management (HK)
Hong Kong
$619
CPG
2319
Cornerstone Planning Group
New Jersey
$526
BMC
2320
Bear Mountain Capital
Washington
$513
BIM
2321
Breakwater Investment Management
Washington
$495
WOC
2322
West Oak Capital
California
$387
YDMI
2323
Y.D. More Investments
Israel
$381
SCP
2324
Soroban Capital Partners
New York
Marshall Wace
2325
Marshall Wace
United Kingdom