DUK icon

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
Federated Hermes
26
Federated Hermes
Pennsylvania
$431M
American Century Companies
27
American Century Companies
Missouri
$406M
UBS Group
28
UBS Group
Switzerland
$347M
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$326M
Caisse de Depot et Placement du Quebec (CDPQ)
30
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$323M
Mitsubishi UFJ Trust & Banking
31
Mitsubishi UFJ Trust & Banking
Japan
$312M
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$305M
CWP
33
Capital Wealth Planning
Florida
$302M
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$302M
OAC
35
OMERS Administration Corp
Ontario, Canada
$293M
Barclays
36
Barclays
United Kingdom
$290M
LPL Financial
37
LPL Financial
California
$283M
Swiss National Bank
38
Swiss National Bank
Switzerland
$277M
National Pension Service
39
National Pension Service
South Korea
$254M
CCM
40
Cullen Capital Management
New York
$250M
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$246M
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$242M
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$215M
Amundi
44
Amundi
France
$211M
Deutsche Bank
45
Deutsche Bank
Germany
$202M
VOYA Investment Management
46
VOYA Investment Management
Georgia
$196M
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$193M
Macquarie Group
48
Macquarie Group
Australia
$184M
COPPSERS
49
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$182M
HSBC Holdings
50
HSBC Holdings
United Kingdom
$176M