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
BBVA
676
Banco Bilbao Vizcaya Argentaria
Spain
$2.62M
MA
677
Mutual Advisors
Nebraska
$2.61M
VFA
678
Valeo Financial Advisors
Indiana
$2.6M
LDB
679
Lee, Danner & Bass
Tennessee
$2.6M
MSA
680
MUFG Securities Americas
New York
$2.6M
Wolverine Trading
681
Wolverine Trading
Illinois
$2.59M
HCP
682
Hardin Capital Partners
South Carolina
$2.59M
TT
683
TI-Trust
Illinois
$2.57M
DA
684
Dover Advisors
Virginia
$2.57M
Squarepoint
685
Squarepoint
New York
$2.57M
HI
686
Harbour Investments
Wisconsin
$2.56M
VRM
687
Vectors Research Management
New York
$2.56M
RPGK
688
Retirement Planning Group (Kansas)
Kansas
$2.56M
AAS
689
Annex Advisory Services
Wisconsin
$2.56M
KRSITF
690
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$2.53M
TWC
691
TD Waterhouse Canada
Ontario, Canada
$2.53M
S
692
SignatureFD
Georgia
$2.53M
FIA
693
Foundations Investment Advisors
Arizona
$2.52M
USCWA
694
U.S. Capital Wealth Advisors
Texas
$2.52M
DGM
695
Delta Global Management
New York
$2.51M
CAC
696
Certified Advisory Corp
Florida
$2.51M
MRP
697
Measured Risk Portfolios
California
$2.5M
CCP
698
Clarkston Capital Partners
Michigan
$2.5M
T. Rowe Price Investment Management
699
T. Rowe Price Investment Management
Maryland
$2.5M
WS
700
Wedbush Securities
California
$2.49M