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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
Russell Investments Group
51
Russell Investments Group
United Kingdom
$174M
T. Rowe Price Associates
52
T. Rowe Price Associates
Maryland
$169M
Thrivent Financial for Lutherans
53
Thrivent Financial for Lutherans
Minnesota
$162M
RhumbLine Advisers
54
RhumbLine Advisers
Massachusetts
$160M
Empower Advisory Group
55
Empower Advisory Group
Colorado
$159M
Bessemer Group
56
Bessemer Group
New Jersey
$154M
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
57
Healthcare of Ontario Pension Plan (HOOPP) Trust Fund
Ontario, Canada
$152M
Bank of Montreal
58
Bank of Montreal
Ontario, Canada
$151M
AQR Capital Management
59
AQR Capital Management
Connecticut
$145M
Canada Pension Plan Investment Board
60
Canada Pension Plan Investment Board
Ontario, Canada
$145M
Mariner
61
Mariner
Kansas
$142M
DPIM
62
Duff & Phelps Investment Management
Illinois
$128M
Qube Research & Technologies (QRT)
63
Qube Research & Technologies (QRT)
United Kingdom
$126M
Principal Financial Group
64
Principal Financial Group
Iowa
$125M
First Trust Advisors
65
First Trust Advisors
Illinois
$123M
Focus Partners Wealth
66
Focus Partners Wealth
Massachusetts
$119M
California State Teachers Retirement System (CalSTRS)
67
California State Teachers Retirement System (CalSTRS)
California
$116M
Cohen & Steers
68
Cohen & Steers
New York
$116M
Manulife (Manufacturers Life Insurance)
69
Manulife (Manufacturers Life Insurance)
Ontario, Canada
$113M
Ameriprise
70
Ameriprise
Minnesota
$112M
Natixis Advisors
71
Natixis Advisors
Massachusetts
$111M
Jones Financial Companies
72
Jones Financial Companies
Missouri
$109M
AllianceBernstein
73
AllianceBernstein
Tennessee
$108M
Neuberger Berman Group
74
Neuberger Berman Group
New York
$108M
Citigroup
75
Citigroup
New York
$106M