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Duke Energy
DUK

2,333 hedge funds and large institutions have $65.9B invested in Duke Energy in 2025 Q3 according to their latest regulatory filings, with 177 funds opening new positions, 1,048 increasing their positions, 759 reducing their positions, and 86 closing their positions.

New
Increased
Maintained
Reduced
Closed

106% more first-time investments, than exits

New positions opened: 177 | Existing positions closed: 86

71% more call options, than puts

Call options by funds: $745M | Put options by funds: $435M

38% more repeat investments, than reductions

Existing positions increased: 1,048 | Existing positions reduced: 759

3% more funds holding

Funds holding: 2,276 → 2,333 (+57)

4% more capital invested

Capital invested by funds: $63.1B → $65.9B (+$2.74B)

0.01% less ownership

Funds ownership: 68.45% → 68.44% (-0.01%)

4% less funds holding in top 10

Funds holding in top 10: 24 → 23 (-1)

Holders
2,333
Holders Change
+57
Holders Change %
+2.5%
% of All Funds
30.62%
Holding in Top 10
23
Holding in Top 10 Change
-1
Holding in Top 10 Change %
-4.17%
% of All Funds
0.3%
New
177
Increased
1,048
Reduced
759
Closed
86
Calls
$745M
Puts
$435M
Net Calls
+$310M
Net Calls Change
+$69.1M

Top Buyers

1
OAC
OMERS Administration Corp
Ontario, Canada
+$108M
2
Qube Research & Technologies (QRT)
Qube Research & Technologies (QRT)
United Kingdom
+$97.7M
3
N
Nuveen
North Carolina
+$96.4M
4
AP
Antipodes Partners
Australia
+$84.6M
5
Assenagon Asset Management
Assenagon Asset Management
Luxembourg
+$82M

Top Sellers

1
Neuberger Berman Group
Neuberger Berman Group
New York
-$109M
2
Barclays
Barclays
United Kingdom
-$82.5M
3
Point72 Asset Management
Point72 Asset Management
Connecticut
-$81.9M
4
Cohen & Steers
Cohen & Steers
New York
-$79.2M
5
UBS AM
UBS AM
Illinois
-$72.9M
Name Holding Trade Value Shares
Change 		Change in
Stake
Federated Hermes
26
Federated Hermes
Pennsylvania
$431M +$899K +7,411 +0.2%
American Century Companies
27
American Century Companies
Missouri
$406M +$36.2M +298,648 +10%
UBS Group
28
UBS Group
Switzerland
$347M -$28.7M -236,907 -8%
Envestnet Asset Management
29
Envestnet Asset Management
Illinois
$326M -$615K -5,068 -0.2%
Caisse de Depot et Placement du Quebec (CDPQ)
30
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$323M +$51M +419,992 +19%
Mitsubishi UFJ Trust & Banking
31
Mitsubishi UFJ Trust & Banking
Japan
$312M -$25M -205,826 -8%
California Public Employees Retirement System
32
California Public Employees Retirement System
California
$305M -$58.9M -485,655 -16%
CWP
33
Capital Wealth Planning
Florida
$302M +$25.4M +209,252 +9%
Mackenzie Financial
34
Mackenzie Financial
Ontario, Canada
$302M -$29.6M -244,062 -9%
OAC
35
OMERS Administration Corp
Ontario, Canada
$293M +$108M +892,651 +61%
Barclays
36
Barclays
United Kingdom
$290M -$82.5M -679,481 -22%
LPL Financial
37
LPL Financial
California
$283M +$38.1M +313,696 +16%
Swiss National Bank
38
Swiss National Bank
Switzerland
$277M -$13.5M -111,600 -5%
National Pension Service
39
National Pension Service
South Korea
$254M +$4.72M +38,884 +2%
CCM
40
Cullen Capital Management
New York
$250M -$3.6M -29,636 -1%
Sumitomo Mitsui Trust Group
41
Sumitomo Mitsui Trust Group
Japan
$246M +$8.14M +67,092 +3%
Dimensional Fund Advisors
42
Dimensional Fund Advisors
Texas
$242M +$1.45M +11,970 +0.6%
Ensign Peak Advisors
43
Ensign Peak Advisors
Utah
$215M -$29.7M -244,441 -12%
Amundi
44
Amundi
France
$211M -$49M -404,054 -19%
Deutsche Bank
45
Deutsche Bank
Germany
$202M -$63.7M -525,055 -24%
VOYA Investment Management
46
VOYA Investment Management
Georgia
$196M +$25.7M +211,602 +15%
Mitsubishi UFJ Asset Management
47
Mitsubishi UFJ Asset Management
Japan
$193M +$8.37M +68,995 +5%
Macquarie Group
48
Macquarie Group
Australia
$184M -$55.2M -455,238 -23%
COPPSERS
49
Commonwealth of Pennsylvania Public School Employees Retirement System
Pennsylvania
$182M -$3.69M -30,390 -2%
HSBC Holdings
50
HSBC Holdings
United Kingdom
$176M -$23.3M -191,770 -12%
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DUK Hedge Fund Activity: Q3 2025 in Review

2,333 of the 7,619 institutional investors tracked by Wall St. Rank reported a position in Duke Energy (DUK) for Q3 2025, worth a combined $65.9B — up 4.3% from $63.1B a quarter earlier.

Buyers outnumbered sellers: 177 funds opened new DUK positions and 86 closed out — a net gain of 91 holders — while 1,048 added to existing stakes and 759 trimmed.

The largest buyer was OMERS Administration Corp, adding an estimated $108M. The largest seller was Neuberger Berman Group, cutting an estimated $109M.

  • 2,333 institutional investors held Duke Energy (DUK) as of Q3 2025, up from 2,276 in Q2 2025.
  • Funds reported $65.9B of Duke Energy stock for Q3 2025, up 4.3% quarter-over-quarter.
  • 177 funds opened new Duke Energy positions in Q3 2025 and 86 closed out, a net change of +91 holders.
  • The largest Duke Energy buyer in Q3 2025 was OMERS Administration Corp, an estimated $108M added.
  • The largest Duke Energy seller in Q3 2025 was Neuberger Berman Group, an estimated $109M sold.

Based on aggregated 13F filings for Q3 2025.