DUK icon

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
Loomis, Sayles & Company
326
Loomis, Sayles & Company
Massachusetts
$9.34M
SCTC
327
Sanibel Captiva Trust Company
Florida
$9.28M
NAAA
328
New Age Alpha Advisors
New York
$9.18M
KPWS
329
Kestra Private Wealth Services
Texas
$9.09M
NEAM
330
New England Asset Management
Connecticut
$8.96M
CNB
331
Camden National Bank
Maine
$8.92M
IIM
332
INTECH Investment Management
Florida
$8.91M
SWP
333
Strategic Wealth Partners
Ohio
$8.85M
AG
334
Advocate Group
Minnesota
$8.78M
VWA
335
Visionary Wealth Advisors
Illinois
$8.65M
NC
336
NewSquare Capital
Pennsylvania
$8.56M
PFP
337
Pinnacle Financial Partners
Tennessee
$8.44M
SA
338
Strategic Advisors
New York
$8.44M
NCM
339
Northside Capital Management
Oregon
$8.43M
WCM
340
Windward Capital Management
California
$8.36M
AM
341
AGF Management
Ontario, Canada
$8.33M
PI
342
PineBridge Investments
New York
$8.33M
CCC
343
Cincinnati Casualty Company
Ohio
$8.2M
GIM
344
Glenmede Investment Management
Pennsylvania
$8.2M
Pacer Advisors
345
Pacer Advisors
Pennsylvania
$8.12M
WTB
346
Washington Trust Bank
Washington
$8.05M
MHC
347
Meyer Handelman Company
New York
$8.03M
CA
348
Commerzbank Aktiengesellschaft
Germany
$7.99M
TSW
349
Thompson Siegel & Walmsley
Virginia
$7.98M
HI
350
Horizon Investments
North Carolina
$7.86M