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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
MWM
2301
Maridea Wealth Management
New York
WAM
2302
Wolverine Asset Management
Illinois
BP
2303
BNP Paribas
France
NRD
2304
Nebula Research & Development
New York
VSQM
2305
V-Square Quantitative Management
Illinois
AV
2306
Alamea Verwaltungs
New Jersey
PA
2307
Prossimo Advisors
California
IC
2308
Iconiq Capital
California
CPSAC
2309
Chas P. Smith & Associates (CPS)
Florida
PAS
2310
Point72 Asia (Singapore)
Singapore
FAIM
2311
Financial Advocates Investment Management
Washington
NWMG
2312
National Wealth Management Group
Ohio
CC
2313
Centiva Capital
New York
QIM
2314
Quantitative Investment Management
Virginia
ALAM
2315
Asahi Life Asset Management
Japan
SIM
2316
Studio Investment Management
Illinois
MM
2317
MQS Management
New York
QCM
2318
Qsemble Capital Management
New York
W
2319
Wealthquest
Ohio
VV
2320
Verity & Verity
South Carolina
WTG
2321
West Tower Group
Virginia
SIC
2322
Sterling Investment Counsel
New York
CCIA
2323
Campbell & Co Investment Adviser
Maryland
SLG
2324
Stanley-Laman Group
Pennsylvania
PCP
2325
Proficio Capital Partners
Massachusetts