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Duke Energy

2,246 hedge funds and large institutions have $62.8B invested in Duke Energy in 2025 Q2 according to their latest regulatory filings, with 158 funds opening new positions, 1,020 increasing their positions, 737 reducing their positions, and 117 closing their positions.

New
Increased
Maintained
Reduced
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 first-time investments, than exits

New positions opened: | Existing positions closed:

more ownership

Funds ownership:

0% more funds holding

Funds holding: 2,2372,246 (+9)

2% less capital invested

Capital invested by funds: $64.2B → $62.8B (-$1.41B)

20% less funds holding in top 10

Funds holding in top 10: 3024 (-6)

Holders
2,246
Holders Change
Holders Change %
% of All Funds
Holding in Top 10
24
Holding in Top 10 Change
Holding in Top 10 Change %
% of All Funds
New
Increased
Reduced
Closed
Calls
$691M
Puts
$450M
Net Calls
Net Calls Change
Name Holding Trade Value Shares
Change
Change in
Stake
Mitsubishi UFJ Asset Management
51
Mitsubishi UFJ Asset Management
Japan
$176M
OAC
52
OMERS Administration Corp
Ontario, Canada
$174M
VOYA Investment Management
53
VOYA Investment Management
Georgia
$162M
T. Rowe Price Associates
54
T. Rowe Price Associates
Maryland
$160M
RhumbLine Advisers
55
RhumbLine Advisers
Massachusetts
$151M
LWANC
56
Laurel Wealth Advisors (North Carolina)
North Carolina
$150M
Empower Advisory Group
57
Empower Advisory Group
Colorado
$148M
Russell Investments Group
58
Russell Investments Group
United Kingdom
$147M
Bessemer Group
59
Bessemer Group
New Jersey
$146M
Thrivent Financial for Lutherans
60
Thrivent Financial for Lutherans
Minnesota
$143M
Mariner
61
Mariner
Kansas
$128M
AQR Capital Management
62
AQR Capital Management
Connecticut
$126M
DPIM
63
Duff & Phelps Investment Management
Illinois
$123M
Principal Financial Group
64
Principal Financial Group
Iowa
$120M
Canada Pension Plan Investment Board
65
Canada Pension Plan Investment Board
Ontario, Canada
$116M
Point72 Asset Management
66
Point72 Asset Management
Connecticut
$115M
Ameriprise
67
Ameriprise
Minnesota
$111M
California State Teachers Retirement System (CalSTRS)
68
California State Teachers Retirement System (CalSTRS)
California
$110M
First Trust Advisors
69
First Trust Advisors
Illinois
$103M
Citigroup
70
Citigroup
New York
$103M
Manulife (Manufacturers Life Insurance)
71
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$102M
AllianceBernstein
72
AllianceBernstein
Tennessee
$102M
Natixis Advisors
73
Natixis Advisors
Massachusetts
$100M
GLA
74
Great Lakes Advisors
Illinois
$96.5M
Stifel Financial
75
Stifel Financial
Missouri
$95.1M