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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
JWCA
301
J.W. Cole Advisors
Florida
$11.2M
OPERF
302
Oregon Public Employees Retirement Fund
Oregon
$11M
AIMC
303
Alley Investment Management Company
Illinois
$10.9M
Man Group
304
Man Group
United Kingdom
$10.6M
HWM
305
HB Wealth Management
Georgia
$10.5M
MOACM
306
Mutual of America Capital Management
New York
$10.4M
SOADOR
307
State of Alaska Department of Revenue
Alaska
$10.3M
TF
308
Tompkins Financial
New York
$10.2M
Capital Fund Management (CFM)
309
Capital Fund Management (CFM)
France
$10.2M
AIM
310
Anchor Investment Management
South Carolina
$10.2M
BPAMU
311
BTG Pactual Asset Management US
New York
$10.2M
IIM
312
Intact Investment Management
Quebec, Canada
$10.2M
MGP
313
Metis Global Partners
California
$10.1M
Rafferty Asset Management
314
Rafferty Asset Management
New York
$10.1M
MIM
315
Morningstar Investment Management
Illinois
$10.1M
RBC
316
Romano Brothers & Co
Illinois
$10.1M
JFG
317
Jefferies Financial Group
New York
$9.93M
RC
318
Resolution Capital
Australia
$9.92M
CIAS
319
Capital Investment Advisory Services
North Carolina
$9.84M
PAS
320
Park Avenue Securities
New York
$9.82M
BB
321
Bell Bank
North Dakota
$9.81M
TA
322
Tectonic Advisors
Texas
$9.78M
PAG
323
Private Advisor Group
New Jersey
$9.66M
BEI
324
Benjamin Edwards Inc
Missouri
$9.66M
ERSOT
325
Employees Retirement System of Texas
Texas
$9.62M