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Duke Energy

2,286 hedge funds and large institutions have $65.8B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 180 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
2,286
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
OC
226
Oppenheimer & Co
New York
$18.6M
Two Sigma Investments
227
Two Sigma Investments
New York
$18.6M
CIC
228
Canal Insurance Company
South Carolina
$18.6M
ADEF
229
Adams Diversified Equity Fund
Maryland
$18.6M
SF
230
Synovus Financial
Georgia
$18.5M
VI
231
Vestcor Inc
New Brunswick, Canada
$18M
QCM
232
QRG Capital Management
Illinois
$17.8M
CC
233
Cadinha & Co
Hawaii
$17.8M
AWAG
234
ARS Wealth Advisors Group
Florida
$17.7M
Wealthfront Advisers
235
Wealthfront Advisers
California
$17.1M
Mirae Asset Global ETFs Holdings
236
Mirae Asset Global ETFs Holdings
Hong Kong
$17.1M
CAMG
237
CWA Asset Management Group
Florida
$17.1M
IAA
238
Independent Advisor Alliance
North Carolina
$16.9M
CTA
239
Colonial Trust Advisors
South Carolina
$16.9M
ProShare Advisors
240
ProShare Advisors
Maryland
$16.7M
CCM
241
Cinctive Capital Management
New York
$16.7M
NAM
242
Nissay Asset Management
Japan
$16.4M
Fayez Sarofim & Co
243
Fayez Sarofim & Co
Texas
$16.4M
Envestnet Portfolio Solutions
244
Envestnet Portfolio Solutions
Illinois
$16.1M
Northwestern Mutual Wealth Management
245
Northwestern Mutual Wealth Management
Wisconsin
$16.1M
MT
246
Midwest Trust
Kansas
$16M
VPIM
247
Vanguard Personalized Indexing Management
California
$16M
URS
248
Utah Retirement Systems
Utah
$15.9M
SDIC
249
South Dakota Investment Council
South Dakota
$15.6M
PFSRSONJ
250
Police & Firemen's Retirement System of New Jersey
New Jersey
$15.5M